Advisory/Consulting for Sale — Utah
- Practice type
- Advisory/Consulting
- Location
- Utah
- Annual revenue (broker's own figure)
- $4,300,000
- Listed by
- Poe Group Advisors
From the broker’s listing
This fully virtual, advisory-led CPA firm has done what most practices are still talking about: it has moved its revenue from compliance to advisory. It serves business owners nationwide, delivering year-round tax strategy that coordinates tax, legal, asset protection, and wealth planning into a single plan for each client, supported by monthly accounting. The firm generated $4.13M of revenue in 2025. Monthly subscriptions account for 47% of 2026 revenue to date; advisory and accounting engagements are fixed fee under signed engagement letters. The founder is offering a controlling interest an
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.
Other accounting firms for sale in Utah
- Audit/Attest
Utah