The Practice Market

Advisory/Consulting for Sale — California

Practice type
Advisory/Consulting
Location
California
Asking price (broker's own figure)
$5,750,000
Annual revenue (broker's own figure)
$3,700,000
Listed by
Poe Group Advisors

From the broker’s listing

This four-partner CPA firm is a boutique tax practice specializing in accounting and tax services for mid to high-net-worth families and their entities. The firm’s services include equity compensation tax services for tech and biotech founders, S-Corp formation, and foreign income reporting. The firm’s owners have meticulously designed every aspect of the business to ensure top-quality work, high productivity, and exceptional customer service. The service mix is 57% personal tax returns, 29% business tax, and the rest of the book consists of consulting and accounting services. 2023 gross incom

View this listing on Poe Group Advisors →

The Practice Market is an index of listings other firms publish. We are not the seller, not the broker of record, and we do not value practices. Every figure on this page is the broker’s own published number, shown as they published it.

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