Established Accounting & Tax Firm
Portland, Oregon
A well-established CPA practice serving closely held businesses and their owners. Roughly 70% of revenue recurs annually through tax preparation and monthly bookkeeping engagements. Two staff CPAs and three bookkeepers carry the majority of client work, and the managing partner is willing to remain for an extended transition to preserve client relationships.
Financial snapshot
Asking Price
$1,680,000
Annual Revenue
$1,920,000
Annual Owner Earnings
$585,000
Monthly Owner Earnings
$48,750
EBITDA
$540,000
Asking Price / Earnings Multiple
2.9x
Business overview
- Years Established
- 29
- Employees
- 11
- Full-Time Employees
- 8
- Part-Time Employees
- 3
- Owner Hours / Week
- 38
- Industry
- Professional Services
- Business Model
- Recurring compliance and advisory engagements
- Legal Structure
- Professional Corporation
- Reason for Sale
- Retirement
- Sale Type
- Full Acquisition
- Seller Financing
- Available
- Owner Transition
- More than 12 months
Financial performance
5-year revenue growth
18.3%
Owner earnings margin
30.5%
Net margin
23.7%
Navy bars show annual revenue. Gold bars show seller's discretionary earnings.
Assets and liabilities
Assets included
- Client list and engagement letters—
- Office furniture and technology$62,000
- Software licenses—
Liabilities
- Office lease (through 2028)—Included in transaction
Customers and operations
- Number of Customers
- 680
- Recurring Revenue
- 70%
- Largest Customer
- 5% of revenue
- Geographic Service Area
- Oregon and SW Washington
- Owner responsibilities
- Client review, advisory work, firm management
- Management team
- Two staff CPAs, office administrator
- Facilities
- 3,200 sq ft leased office suite
- Operating hours
- Mon–Fri, extended during tax season
- Technology / systems
- UltraTax, QuickBooks Online, Karbon
- Licenses
- Oregon CPA firm registration
Growth opportunities identified by the seller
- Add fractional CFO advisory services
- Raise fees on legacy engagements
- Acquire a retiring sole practitioner's book
Document data room
Confidential documents are never publicly downloadable. Access requires an account, buyer verification, a signed NDA, and seller approval where applicable. All access is logged.
- Available now
Listing Summary
2025 · Verified
- NDA required
Profit & Loss Statement
2024 · Verified
- NDA required
Profit & Loss Statement
2023 · Verified
- NDA required
Balance Sheet
2024 · Verified
- Seller approval
Federal Tax Return
2024 · Unverified
- NDA required
Equipment & Asset List
2025 · Verified
- Seller approval
Customer Concentration Report
2025 · Unverified
- Seller approval
Lease Agreement
2023 · Verified