Gross Revenue: $680,000
Location: Virtual,
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: US-2158
Listing Status: New
Overview
ABA Advisors represents this fully virtual audit and tax practice with clients all over the United States. The owner wishes to exit public accounting to focus on his other unrelated business activities but will be available to make client introductions and provide reasonable transition assistance to help ensure a proper handoff.
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The Firm
This organically grown practice has experienced exceptional growth in a short period of time. Annual gross billings increased by 62% from 2024 to 2025, while maintaining a net profit margin of 66% of gross billings. 99% of engagements are value billed with year-round client work and minimal seasonality. The firm’s client base consists primarily of insurance companies and employee retirement plans. The seller requires that the buyer, or a senior staff member who will oversee client engagements, be a CPA with audit experience within the insurance industry. Hiring a CPA after closing to satisfy this requirement will not be a consideration.
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Business ID# US-2158
Reason For Sale: Seller wishes to focus on unrelated business interests.
Training & Support: Seller will provide reasonable transitional assistance to allow a proper handoff of clients to be discussed and negotiated with the buyer.
