Established CPA firm with Large Team

This established Los Angeles area CPA firm has achieved 24% year-over-year growth and built a strong reputation for delivering high-level technical expertise, proactive client service, and steady profitability. Operating from two offices in affluent markets, the firm is powered by a highly skilled onshore and offshore team. The firm boasts experienced staff and is supported by two junior partners who plan to remain post-sale, ensuring leadership stability. With the owner working only 1,500 hours annually, the firm runs efficiently and serves a loyal client base concentrated in real estate, business tax, and professional services. Consistent 10% annual fee increases, disciplined operations, and a scalable structure make this a rare turnkey opportunity for a regional firm, entrepreneurial CPA, or PE-backed buyer seeking a profitable, growth-ready platform with significant upside in expanding advisory, tax planning, or wealth management services across Southern California. The practice is well-positioned for continued double-digit growth, with significant upside in introducing tax planning, financial advisory, and wealth management services. With a loyal team, diverse revenue mix, and scalable structure, this is an ideal acquisition for a regional firm, entrepreneurial CPA, or PE-backed platform looking to enter or expand in Southern California’s vibrant market.

Key Strengths & Opportunities
● Strong Financial Performance: $2.5M projected 2025 revenue with steady 10%+ annual fee increases.
● Leadership Continuity: Two junior partners staying post-sale ensure smooth transition and client confidence. Over 20 employees with several CPAs and EAs.
● High-Value Client Base: Focused on real estate investors and business clients; reduced low-margin individual returns.
● Scalable Team Structure: A Combination of skilled local staff and cost-effective offshore support drives profitability.
● Expansion Potential: Opportunity to add financial planning, advisory, and marketing initiatives for accelerated growth.

Ideal Buyer:
This firm represents an exceptional opportunity for a strategic, growth-oriented buyer seeking a well-established, scalable platform in the Los Angeles market. It would be an ideal acquisition for an existing firm looking to expand its client base, add a strong real estate niche, or integrate a high-performing team—or for an entrepreneurial CPA ready to step into ownership with a thriving foundation already in place. The ideal buyer will bring strong leadership, business development skills, and a forward-thinking mindset to continue driving growth through marketing, advisory services, and technology. With its history of steady year-over-year expansion, diverse client portfolio, and full-service offerings, this firm provides the flexibility to scale in multiple directions while maintaining profitability and client trust.