The Practice Market

Advisory/Consulting for Sale — California

Practice type
Advisory/Consulting
Location
California
Asking price (broker's own figure)
$1,875,000
Annual revenue (broker's own figure)
$1,250,000
Listed by
Poe Group Advisors

From the broker’s listing

This virtual tax and advisory firm serves small and closely held businesses, including eCommerce, manufacturing, knowledge-based services, and non-profits, through a full-service model spanning bookkeeping, accounting, tax preparation, tax planning, and advisory work. Recurring monthly fees account for 62% of revenue and provide a stable, predictable base, with payments collected before work begins. Approximately 80% of business clients operate on Xero, a niche that has historically driven referrals, and a dedicated advisory team member is expanding higher-margin consulting work with larger cl

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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