Contact Broker
5829 N. Post Road,
Indianapolis, Indiana 46216
(View Map)
About the Company
ABA Advisors, LLC is a national brokerage and consulting firm specializing in the sale of accounting and tax practices.
Broker Biography
Introduction
ABA Advisors, LLC is a nationwide consulting and brokerage firm specializing in working with Accountants. Since 1999, Chuck has helped hundreds of CPAs, EAs and other accounting and tax professionals with the sale, acquisition, merger or financing of their firms. Chuck Hayes is the President of ABA Advisors and is located in Indianapolis, Indiana. He currently represents CPA’s and EA’s all over the United States.
Chuck Hayes began working with accountants when he joined Midwest Bankers Group, Inc. in 1999. At that time he helped develop a conventional loan program to provide financing for the acquisition of accounting practices. While at Midwest Bankers he underwrote literally hundreds of deals and developed knowledge as to how and more importantly why these deals work and when they don’t work.
Chuck Hayes started a spinoff company while at Midwest Bankers Group known as Midwest Bankers Transition Services, LLC (Midwest Bankers), a national brokerage and consulting firm specializing in the acquisition, sale, merger and financing of accounting and tax practices. In February of 2008; he merged Midwest Bankers with ProHorizons and joined the existing two owners as a principal/owner of ProHorizons Network, Inc.
In January of 2010 Chuck sold his interest in ProHorizons back to his partners and formed ABA Advisors, LLC.
Chuck is a member of the Association of Professional Merger & Acquisition Advisors and has been recognized as an Industry Expert on the sale of Accounting and Tax practices with Business Brokerage Press. He has presented both webinars and live presentations on the many aspects of buying, selling and financing accounting practices. Chuck holds an Indiana Real Estate Brokers license. He enjoys family time, golf (played in college) and any outdoor activity.
He is married and has two children.
Services Provided
We provide complete intermediary services to accountants looking to sell or merge their accounting firm. We also assist owners looking to transfer their firm to one or more existing employees.
While we do not provide dual representation, we also provide Buyer Representation services to accountants who want an experienced advisor working on their behalf.
We provide assistance in obtaining third party commercial loans for the acquisition of accounting and tax practices on a nationwide basis.
Call us for a confidential discussion.
Areas Served
Licensed In
- Florida — License number BK3409849
Business For Sale Listings
Cash Flow: $250,000
Anne Arundel Co., MD Agent: Joshua Dennis, CPA Annapolis Area Tax & Accounting Practice - Motivated Seller Motivated Seller
This well-established accounting and tax preparation practice has served clients for over three decades, building a solid reputation for professional service excellence in an attractive coastal community south of Baltimore and convenient to Annapolis.• Seller's Discretionary Earnings: ~$250,000• Individual tax returns (1040s) average fee: $700• Business tax returns average fee: $2,000The seller is willing to remain on up to 2,000 hours annually to facilitate seamless client transition and operational continuity. One key staff member is positioned to transition with the business, while other team members are planning to retire.This acquisition represents an ideal opportunity for:• Certified Less
Cash Flow: $448,502
Scotch Plains, NJ Agent: Jeff Bell
View Details $700,000 Rev. Union County, NJ Pro
This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA & SC. 85% of the clients either mail, email, or use the portal to upload their information. Only 15% physically drop off their information to the firm. Client demographics are estimated to be as follows: Under age 30 - 5%, 35 to 50 - 20%, 50 to 75 - 70% and 76+ - 5%. The firm also uses engagement letters. The seller believes a buyer could relocate the office but would suggest doing it after 1st season unless buyer is local. The buyer of this firm must be a CPA. The owner and a senior CPA are open to continue working in the practice on a reduced per diem basis. Ideal buyer will be familiar with Lacerte, QuickBooks, and Sage Timeslips. Business ID: NJ-2125 Less
Cash Flow: $176,567
Connecticut Agent: Cynthia Kerstiens
View Details $300,000 Revenue – NE Hartford, CT Area CPA Practice for Sale
OverviewABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire but is willing to provide transitional assistance to the buyer to help ensure client retention.The PracticeThe firm serves individual and small business clients in the Greater Hartford, CT area. While not yet fully paperless, it is actively moving in that direction. Average fees are strong for a practice of this size, with the average 1040 just under $500 and business returns ranging from $1,449 to $3,391. Average annual revenue growth is 26% and is well-diversified, with 77% from Tax, 9% from Accounting & Bookkeeping, 11% from Planning, 3% from Resolution, and 1% Miscellaneous. Client retention is strong with over 65% of clients staying over 4 years. Staff are expected to transition with the buyer, and the seller believes the ideal buyer is a CPA or EA with significant tax experience ready Less
Cash Flow: $257,404
Indianapolis, IN Agent: Cynthia Kerstiens
View Details $400,000 Revenue – NE Indianapolis, IN Tax Practice for Sale
OverviewABA Advisors represents this mostly tax practice located on the northeast side of Indianapolis, IN. The owner wishes to retire but is open to working part-time for the buyer.The PracticeThe owner started the firm in 2001 and provides tax and accounting services to individuals and small business clients. The average 1040 is $960 and the average corporate tax return is $2,931. The firm prepares about 8 trust returns with an average fee of $1,324. The office lease has expired, allowing the buyer flexibility regarding the office space. There is a staff person that is interested in continuing with the buyer on a part-time basis. The firm uses UltraTax software. The buyer of this firm should have significant tax experience. The seller is motivated to get a transaction completed before tax season.Business ID# IN-2129 Less
Michigan Agent: Joshua Dennis, CPA
View Details Northwest Metro Detroit Accounting, Audit, & Tax Practice
Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients, a strong reputation, growth potential and has just done a full $75,000 technology refresh on all hardware, including servers. The firm has a great niche in non-profit auditing which could be scaled up. The two current owners are seeking retirement but are willing to stay on for an extended period to aid client transition to a new owner.The firm has been right-sized and is experiencing significant growth in 2025. Expected 2025 revenue is $1,800,0000. Staff all have non-solicitation agreements in place and are expected to be willing to stay with the practice. This would be an ideal firm for a CPA (or two) who would like to strike out on their own or this practice could be a strategic expansion in an affluent area of Metro Detroit. Less
Cash Flow: $250,000
Roswell, GA Agent: Cynthia Kerstiens
View Details $540,000 Revenue – Roswell, GA Virtual Tax Practice for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OverviewABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This provides a significant opportunity for a buyer to grow their tax business while maintaining their current infrastructure and adding little or no overhead. This practice is located in Roswell, GA – a suburb of North Atlanta, one of the fastest-growing and most highly affluent areas in North Atlanta. The owner is willing to provide transitional assistance to help ensure client retention.The PracticeThe offer includes a good mix of high net worth individual and business tax clients. The average fees are solid for a firm of this size. 80-85% of clients send information electronically via portal or email making this a virtual ready package. The buyer of this practice should have current individual and business tax experience but does not Less
Cash Flow: $409,726
Naples, FL
View Details $600,000 Revenue – Naples, Florida CPA Firm for Sale
OverviewABA Advisors represents this CPA firm located in Naples, FL. The owner is willing to continue working for the buyer for several years on a part-time basis to assist in client retention. The buyer of this firm must be a CPA.The FirmThe firm has many high-net-worth individuals, small business clients and trusts. The average fees are solid for a firm of this size and there is a staff person who is expected to continue working for the buyer. There is no industry niche. No client makes up 5% or more of the firms’ total annual revenue. The firm uses engagement letters with all clients.Business ID# FL-2127 Less
Cash Flow: $225,000
Savannah, GA Agent: Joshua Dennis, CPA
View Details Sale Pending - Savannah Established Tax and Accounting Firm with Staff
SALE PENDINGImagine walking into your own established tax and accounting practice in beautiful Savannah, where you'll find a thriving business that's already built for success. This isn't just another practice - it's your opportunity to step into a well-oiled operation that's been serving the community with dedication and expertise.You'll love the balanced lifestyle this firm offers. The current owner works just 25-30 hours per week while maintaining strong client relationships and healthy margins. Picture yourself enjoying those high average fees per return while knowing that 40% of your revenue comes from reliable, recurring accounting and consulting work. You'll also handle one audit and one review annually, adding valuable service diversity to your portfolio.What makes this opportunity even more appealing? Your new team is ready to welcome you. The existing staff members have expressed their willingness to stay on, and Less
Cash Flow: $369,731
Newtown, US Agent: Jeff Bell
View Details $600,000 (Rev) Eastern Bucks County, PA Tax & Accounting Firm for Sale
Overview - ABA Advisors represents this tax & accounting and payroll practice located in the Eastern Bucks County area of Pennsylvania. The owner is a CPA and is of retirement age, wishes to sell & transition the firm to a local CPA to successfully service his client base.The Practice - This firm has an excellent history with the seller, strong average fees, and represents an opportunity for the right CPA to go out on their own or add this client base to their existing firm. Most of the firm’s clients are located in Bucks County, PA. There are some out-of-state 1040 type clients. The firm uses engagement letters. The firm is paperless. 90% of the clients either mail, e-mail, or use the portal to upload their information. Only 10% physically drop off their information to the firm. Client demographics are estimated to be as follows: Under age 30 = 10%, 35 to 50 = 40%, 50 to 75 = 45% and 76+ = 5%. Business ID: PA-2107 Less
Cash Flow: $450,683
New Jersey Agent: Larry Brusacoram
View Details $800K (Revenue) Central New Jersey – CPA Firm for Sale
OVERVIEWABA Advisors represents this CPA practice located in Central New Jersey. The seller is willing to provide transitional assistance to the buyer to help ensure client retention and could be available to a buyer beyond the transition.THE PRACTICEThe firm is a full-service CPA firm offering individual/business tax return preparation, accounting/bookkeeping, compilations, reviews and audits, serving clients in the Central New Jersey area. Average fees are strong for a practice of this size and should net more than 50% to the Buyer that purchases the business.BUSINESS ID# NJ-2121 Less
Cash Flow: $381,086
Philadelphia Co., PA Agent: Joshua Dennis, CPA
View Details Sale Pending - $1,650,000 Virtual Niche Accounting & Tax Practice
SALE PENDINGThis two-partner practice has had excellent organic growth averaging 38% over the past three years and the firm is well staffed to absorb continued growth. The firm is 95%+ virtual and has a niche focus as the “go-to” firm for internet content creators looking for accounting and tax services. The firm is currently domiciled in Pennsylvania and maintains an optional small office in southern California open by appointment which was acquired in 2024. A few clients drop off data there, but it could be virtualized. Over 50% of revenue is monthly recurring. Marketing costs are low as most clients are referrals from existing clients and strategic partners. Clients span 40+ states giving the firm a truly national presence.The departing Partner currently works about 25 hours per week and joined the firm in 2024. He wishes to pursue outside business opportunities. The other Partner is willing to remain with the firm up to 20 Less
Cash Flow: $155,232
Florida
View Details $515,000 Revenue SE Palm Beach County CPA Firm for Sale FL-2103
OverviewABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer.The FirmFounded over 40 years ago, this is a mature firm that has grown organically since its’ inception. The firm has a good mix of write-up work and provides individual and business tax services to the clients. The firm has shown steady, consistent growth the past several years. The seller feels the buyer must be a CPA.Business ID: FL-2103 Less
Cash Flow: $312,339
Broward Co., FL Agent: Larry Brusacoram
View Details $625K (Revenue) Broward County, Florida – CPA Practice for Sale
OVERVIEWABA Advisors represents this CPA practice located in Broward County, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThe practice has a good mix of individual/business tax clients, bookkeeping/accounting, and some review/compilation clients. Average fees are strong for a practice of this size and should net more than 50% to the Buyer that purchases the business.BUSINESS ID# FL-2120 Less
Cash Flow: $149,481
Vermont
View Details $260,000 Revenue – NE Kingdom of Vermont Tax Practice for Sale
OverviewABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention.The PracticeThe practice has a nice mix of individual and business tax clients with solid average fees. Individual returns average $405 while corporate and partnership returns average $1,100 to $1,265. There are two part-time tax preparers that are expected to transition to the buyer and an office manager that may also continue working for the buyer.Business ID: VT-2109 Less
Cash Flow: $226,100
Texas Agent: Larry Brusacoram
View Details $266K (Revenue) NE Houston, TX – CPA Tax Practice for Sale
OVERVIEWABA Advisors represents this CPA practice located in NE Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThis is a boutique practice that is made up entirely of tax clients with both compliance and consulting work. The clients are mostly high net-worth individuals, estates & trusts, and small businesses. Average fees are high for a practice of this size and should net more than 85% to the Buyer that purchases the business. A buyer must be a CPA and have experience with trusts & estates.Business ID: TX-2115 Less
Cash Flow: $140,350
Wisconsin Agent: Larry Brusacoram
View Details $235K (Revenue) SW Milwaukee, WI – Tax & Accounting Practice for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEWABA Advisors, through a co-brokerage agreement, represents this Tax & Accounting practice located on the SW side of Milwaukee. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice is balanced between tax work and bookkeeping/accounting. The practice is very profitable showing more than 60% cash flow.INDUSTRY COMMENTSTax & Accounting practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand.Business ID: WI-2114 Less
Cash Flow: $530,392
Indiana Agent: Cynthia Kerstiens
View Details $650,000 Revenue – NE Indianapolis, IN CPA Firm for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OverviewABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The firm was started in 1999 as a partnership but is owned by one CPA presently..The FirmThe firm is very profitable showing more than $500,000 net to a buyer. The firm has a good mix of small business tax clients and individuals. The firm does about 10 Trust returns, has a few monthly bookkeeping clients and does about 7 compilations. The firm has very solid average fees, is mostly paperless and about 70% of the clients’ mail or send their information in electronically.Business ID: IN-2117 Less
Cash Flow: $295,641
Massachusetts
View Details $400,000 Revenue – SW Boston, MA Area CPA Firm for Sale
OverviewABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season.The FirmThis practice serves a balanced portfolio of both business and individual tax clients and operates at a strong level of profitability, with net margins exceeding 70%. The owner is supported by two part-time preparers during tax season, providing additional capacity. The firm is in the process of transitioning to a paperless environment. While not currently operating as a virtual practice, more than 50% of clients already submit their information electronically, creating a clear opportunity to convert the firm into a fully virtual model with proper planning and transition. Given the nature of the client work, which requires CPA attestation, the purchaser of this practice must be a licensed CPA..Business ID: MA-2116 Less
Cash Flow: $390,009
Marion Co., IN Agent: Cynthia Kerstiens
View Details $750,000+ Revenue - NE Indianapolis, IN CPA Firm for Sale
OverviewABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition..The FirmThe firm is a boutique firm performing both traditional tax and accounting services and special project services since 1977. Client retention has been strong with significant retention since both principals originally started. Growth for the last two years has been a strong upturn due to increased referral base..The firm is residing in space it has occupied for many years, and the current lease expires 12/31/25. The space has value to a purchaser due to the largest referral source residing in the same building. The current space has capacity to house 3-5 additional professional staff..Current billing rates for all staff range from $95 per hour for clerical/reception to $360 per hour for executive level. In addition to hourly Less
Cash Flow: $172,686
Orlando, FL
View Details $500,000 Revenue – Orlando, FL CPA Firm for Sale
OverviewABA Advisors is pleased to represent a well-established CPA firm located in the Orlando, Florida area. This practice presents an outstanding opportunity for a qualified buyer to acquire a stable, reputable business with a loyal client base and solid infrastructure. The current owner is committed to ensuring a smooth transition and is willing to provide transitional assistance through the first tax season post-sale.The FirmFounded over 50 years ago, this firm has a long-standing reputation for quality and reliability in tax and accounting services. With strong average fees and efficient internal systems, the firm is well-positioned for continued success under new ownership. The staff is experienced, knowledgeable, and expected to remain with the firm following the sale—providing valuable continuity for both the buyer and clients. The practice is already “virtual-ready,” with approximately 85% of clients submitting work Less
Cash Flow: $336,409
Texas
View Details $600,000+ Revenue – San Antonio, TX Area CPA Firm for Sale TX-2108
OverviewABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth transition of clients.The FirmThe firm was founded in 1985 and provides tax, write-up and payroll services to small business clients and individuals. The firm has staff that are expected to continue with the buyer. The firm has solid average fees for the area and is profitable, showing more than 50% SDE to the buyer. The firm uses Drake tax software and EasyAcct by Intuit for accounting. The buyer of this firm must be a CPA.Business ID: TX-2108 Less
Cash Flow: $170,109
Marinette Co., WI Agent: Jeff Bell
View Details $270,000 Revenue, Marinette County, WI Tax & Accounting - ABA Advisors
This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and bookkeeping. Staff are expected to continue. The ideal buyer would be a CPA who is already in or wants to move to the area, that is interested in addingthis book of business to his or her existing firm. A regional accounting firm who is looking to grow throughacquisition and wants to add a satellite office would also be interested in this very profitable book of business. Business ID: WI-2089 Less
Cash Flow: $502,075
Montana Agent: Cynthia Kerstiens
View Details $1,500,000 Revenue – Western Montana Accounting Firm for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***ABA Advisors represents this accounting firm in western Montana. The firm has a mix of individual and business clients, providing services to over 400 businesses in the western Montana area.The PracticeFounded over 40 years ago, this firm has an excellent history, a stable, professional staff that is expected to continue with the buyer and a solid mix of individual and business clients. The firm is paperless, and engagement letters are used for all tax clients. This is a turnkey opportunity for the right buyer seeking a firm this size in the western Montana market. The seller requires the buyer to be a CPA or EA.Business ID# MT-2105 Less
Cash Flow: $237,000
Trumbull Co., OH Agent: Joshua Dennis, CPA
View Details Youngstown Area Accounting & Tax Firm
**REDUCED PRICE** This four-decade firm is thriving, generating revenue of $478,000 in 2024 with ~50% or $237,000 returned to the owner. Business tax and accounting services make up almost 77% of revenue with much of it being monthly or quarterly accounting work. The right Buyer could gradually make this firm virtual but would initially need to regularly spend time on site. Concentration is low with no single client representing over 10% of Revenue. The staff is in place with one other well-qualified CPA plus an experienced Office Manager and Receptionist. Staff are aware of the sale and are likely to continue with a new owner. This practice is a perfect opportunity for a CPA to strike out on their own or it could also be a great addition to an existing firm looking to take the firm into its next chapter of growth. The seller will assist the Buyer in transitioning clients and is interested in continuing to work at the Less
Cash Flow: $692,000
Westchester Co., NY
View Details $800,000+ Revenue White Plains, New York Area CPA Firm for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OverviewABA Advisors represents this CPA firm located north of White Plains, NY.The FirmThe firm focuses on tax and compliance work but also provides full-service accounting. The firm has a limited number of audits/reviews and compilations. The buyer of this firm must be a CPA. The average 1040 is $659, average corporate return is $1,324 and average partnership return is $1,520. The firm has a mix of accounting clients that generate a total of about $550,000 of fees annually, while the balance of the fees are individual and business tax clients. The firm has sellers’ discretionary earnings of $692,000.Business ID: NY-2092 Less
Cash Flow: $220,467
Seattle, WA Agent: Larry Brusacoram
View Details $270k (Revenue) Seattle, WA CPA Tax Practice for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEWABA Advisors represents this CPA tax practice located in Seattle, WA. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICEThe practice has primarily individual tax clients, with some business returns. Clients are predominantly high-income earners, employed with large corporations in the Seattle area. This is a home-based business with high profitability and should net more than 80% to the Buyer that purchases the business.Business ID: WA-2101 Less
Cash Flow: $128,500
Harris Co., TX Agent: Larry Brusacoram
View Details $160K Revenue Houston, Texas – Audit Firm For Sale
OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice consists of a small number of governmental and non-profit Audits along with a few tax returns related to those entities. Average fees are high for a practice of this size and should net more than 75% to the Buyer that purchases the business. Only buyers with adequate Audit experience will be considered. BUSINESS ID# TX-2098 Less
Cash Flow: $279,362
Kent, WA Agent: Jeff Bell
View Details $345,000 Revenue - Kent, WA - Tax, Accounting & Payroll Firm
*** MOTIVATED SELLER *** OVERVIEW - ABA Advisors represents this tax, accounting and payroll practice located in the Kent / King County area of Washington. The owner is a CPA and as is nearing retirement age, wishes to sell & transition the firm to a local CPA or EA, to successfully service his client base.THE PRACTICE - Founded 35 years ago, this firm has an excellent history, strong average fees, and represents a rare opportunity for the right local buyer. Clients are small business owners, individuals with rental properties, individuals with investment portfolios. Most clients are in the King County area with some current clients who have moved to ID, AZ, SC & CA. The firm has several gas stations and furniture stores as clients. The firm uses engagement letters with tax clients. The owner believes a local buyer should keep the office location or if desired, could relocate the office within 15-20 miles of the current Less
Cash Flow: $475,000
Colorado Agent: Joshua Dennis, CPA
View Details $1,350,000 Northern Colorado Area Tax and Accounting Practice For Sale
SALE PENDING• Exceptional opportunity for a CPA or EA with tax experience• The firm is thriving and is on track to return Seller’s Discretionary Earnings of ~$475,000 in 2025. • 43% of revenue is recurring monthly / quarterly accounting services & related tax returns.• The average 1040 fee is $846, and the average business returns fee is about $2,000.• The firm was established 25 years ago and has an excellent reputation.• The firm is well-staffed, including 3 CPAs.• Class A office space is in a beautiful location (available for lease or purchase).• There is low concentration risk as no single client represents over 10% of revenue.The Practice revenues have steadily increased each year due to the owner’s disciplined focus on building recurring accounting revenue. The owner has grown the firm for 25 years and is eager to assist in smoothly transitioning the clients and staff to a new owner.Business ID: CO-2095 Less
Cash Flow: $330,000
Bucks Co., PA Agent: Joshua Dennis, CPA
View Details Philadelphia Area (Bucks County) Tax and Accounting Practice
SALE PENDING - ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both ready to retire. 63% (~$328,000) of revenue could be returned to a new single owner after replacing one of the CPAs. There are 185 high-quality 1040s prepared with an average fee of almost $1,000 each. Business returns average over $5,700 each.The current office real estate is available separately for sale. The seller believes the firm could be relocated within the tri-county area. This single owner practice is a perfect opportunity for a CPA or EA who wishes to strike out on their own or for an existing firm looking to acquire a strong book of business.The current owners have operated the firm for over 40 years and are pleased to assist in transitioning the clients and staff to a new owner. Firms of this quality and Less
Cash Flow: $199,389
Galveston Co., TX Agent: Cynthia Kerstiens
View Details $370,000 Gross Revenue / South Houston Area, TX CPA Practice for Sale
Overview - ABA Advisors represents this CPA practice located in the South Houston area of Texas. The Owner/CPA is of retirement age and is willing to remain with the new buyer for 1+ years. This continuity should aid a smooth transition and client retention.The Practice - Founded in 1989, seller built the practice from one client and now has over 750+ clients. Staff consists of Owner/CPA, Office Manager, and Administrative Assistant, all are anticipated to remain with buyer. The Office Manager helps with tax work, bookkeeping, payroll, and small corporate tax returns. The Administrative Assistant helps with bookkeeping and payroll. The business includes individual and business tax returns, accounting, bookkeeping, audits, and reviews. No one client makes up over 10% of the gross revenue and most clients are located in Texas except for one Louisiana client. The firm is paperless. Seller requires the buyer to be a CPA or EA and Less
Cash Flow: $285,901
Florida
View Details $570,000 Revenue – Orlando, Florida Tax and Accounting Firm for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***Overview - ABA Advisors represents this tax and accounting firm located in the NW Orlando, FL area. The owner wishes to retire after providing transitional assistance to the buyer. The staff is expected to continue with the buyer. This continuity should aid a smooth transition and client retention.The Practice - The firm was originally founded in 1984, and the current owner has been a partner/owner since 1990. The firm has one CPA and 2 additional staff people that are expected to continue with the buyer. The firm has high average fees for a practice this size. The average 1040 is $1,325 and the average corporate return is $2,700. The firm has a good mix of monthly, quarterly and annual accounting work that generates approximately $135,000 of the firms’ total revenue. About 75% of the clients send in their work electronically or by mail. The buyer must be a CPA or an EA with solid Less
Cash Flow: $210,555
Dane Co., WI Agent: Jeff Bell
View Details $325,000 Madison, Wisconsin Area Tax Practice for Sale
Overview - ABA Advisors represents this tax practice located in the SW area of Madison, WI. The owner wishes to retire from public accounting.The Practice - The practice is mostly 1040’s with an average fee of about $425. The practice does provide services for over 50 businesses and provides some accounting and bookkeeping services. There are two part-time staff that are available to work with the buyer. The practice uses Lacerte tax software. Business ID# WI-2058 Less
Tennessee Agent: Jeff Bell
View Details $650,000 Gross Revenue - South Central, Tennessee – CPA Firm
OVERVIEW - ABA Advisors represents this CPA firm in the South Central, TN area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE FIRM - The firm has a good mix of individual and business tax clients with accounting services. There is quality staff in place that are expected to stay with the buyer. The owner is open to staying post close. BUSINESS ID# TN-1970 Less
Cash Flow: $266,375
Richmond, VA
View Details $475,000 (Revenue) Richmond, VA CPA Tax Practice - ABA Advisors
*** THIS LISTING IS CURRENTLY SALE PENDING. ***Started in the late 70's this practice is mostly individual and business tax work and projects sellers' discretionary earnings of about 56% for the buyer. The firm clients are mostly located in the Richmond, VA metro area with some out of state clients. About 50% of the clients drop work off at the office while the balance of the clients send their information in by mail or electronically. The firm has electronic copies of all tax returns prepared for clients. No client makes up 10% or more of the firms' total revenue and the clients are diverse with no industry focus or niche. Partner is available to provide transitional assistance & willing to work as much as 60 hours per week the first tax season and then reduced hours after tax season. Partner also open to working several more years for the buyer. Less
Cash Flow: $274,005
Pennsylvania Agent: Cynthia Kerstiens
View Details $615,000 Revenue - Western, PA - CPA Firm For Sale
OverviewABA Advisors represents this CPA firm located in western Pennsylvania. The firm has solid staffing that is expected to continue with the buyer. This should help ensure a smooth transition. The buyer of this firm must be a CPA.The FirmThe firm has an excellent reputation in the community and surrounding area. Seller believes the 2024 gross revenue will finish at $615,000. The firm has maintained excellent staff longevity and has been successful in hiring additional quality staff as the company has grown. PA-2085 Less
Cash Flow: $150,000
Montgomery Co., MD Agent: Joshua Dennis, CPA
View Details Maryland - Washington D.C. Area Tax and Accounting Practice
SALE PENDING - Located in very affluent Montgomery County immediately north of Washington D.C., this profitable firm is projected to return Seller’s Discretionary Earnings of $150,000+ in 2024. Average fees are strong and a competent, established staff is in place. This single owner practice is a perfect opportunity for a CPA who wishes to strike out on their own or for an existing firm looking to acquire a strong book of business. There is low concentration risk as no single client represents over 10% of revenue.The owner has grown the firm for 35 years and is eager to assist in smoothly transitioning the clients and staff to a new CPA owner. The firm is currently in an attractive office condo and well located in the desirable area. MD-2083 Less
Cash Flow: $250,000
Florida Agent: Larry Brusacoram
View Details $580k (Revenue) Orlando Area - CPA Practice for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEW ABA Advisors represents this CPA practice located in the Orlando, FL area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice has primarily individual tax clients, by number of total clients, but business clients make up nearly 75% of the revenue. Business services include tax preparation, along with some Audit & Review clients. Average fees are high for a practice of this size and it has a staff in place that are assumed to stay with a Buyer. Less
Cash Flow: $379,976
Toms River, NJ
View Details $800,000 (Revenue) Toms River, NJ CPA Firm - ABA Advisors-Chuck Hayes
*** THIS LISTING IS CURRENTLY SALE PENDING. ***The firm was started in 1991 and provides bookkeeping, tax preparation for small businesses and individuals. The owner provides tax planning, business planning and estate work. The firm is mostly paperless, and staff have all signed non-solicitation agreements. Most of the clients are located in the general area of the firm and tri-state area. The owner is willing to provide transitional assistance to ensure a good handoff of clients and staff. The owner is a CPA and feels the buyer should be a CPA or EA. Less
Cash Flow: $141,142
Portland, OR
View Details $165,000 Revenue - Portland, OR CPA Practice for Sale - ABA Advisors
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEW - ABA Advisors represents this CPA practice located in Portland, OR. The owner operates the firm from a home office and has no employees. The buyer of this firm must be a CPA.THE PRACTICE - The practice is very profitable with 87% net available to the buyer. The practice is mostly tax work serving individuals and small business clients. The average 1040 is $426 and the average corporate and partnership returns are $1,500-$1,600. The majority of the clients are located in the Portland, OR metro area. The firm uses Drake tax software. Business ID# OR-2080 Less
Cash Flow: $223,781
Dare Co., NC Agent: Larry Brusacoram
View Details $430k (Revenue) North Carolina Outer Banks - Tax & Accounting Practice
OVERVIEW ABA Advisors represents this tax & accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE Nearly half of the practice revenue is from monthly clients, providing consistent cash flow throughout the year. Additional revenue comes from tax preparation for individuals and businesses. The business is profitable that should net more than 50% to the Buyer that purchases the business. Less
Cash Flow: $257,851
Naples, FL Agent: Larry Brusacoram
View Details $520k (Revenue) Naples, FL - Accounting & Tax Practice for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEW ABA Advisors represents this Accounting & Tax practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice has significant monthly recurring revenue from bookkeeping/accounting clients. Additional services are offered including individual/business tax preparation, payroll and new business incorporations. The business should net nearly 50% to the Buyer that purchases the business. A buyer that is bilingual will be considered a benefit, but not necessary. Business ID# FL-2072 Less
Cash Flow: $360,641
Wisconsin Agent: Larry Brusacoram
View Details $1MM (Revenue) Soutwest WI – Accounting & Tax Firm For Sale
OVERVIEWABA Advisors, through a co-brokerage agreement, represents this Accounting & Tax practice located in Southwest, WI. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice provides recurring monthly revenue that accounts for more than half of the annual income. The firm is fully staffed with experienced employees expected to stay with a buyer.INDUSTRY COMMENTSAccounting & Tax practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand.Business ID: WI-2043 Less
Cash Flow: $241,720
Cape Coral, FL Agent: Larry Brusacoram
View Details $450k Revenue Cape Coral, FL - CPA Practice for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING*** OVERVIEW ABA Advisors represents this CPA practice located in Cape Coral, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICE The practice is primarily tax, and supporting tax services, with a low number of clients, but high average fees. Clients are both individuals and businesses, with many individual clients tied to the businesses served. Business ID: FL-1999 Less
Cash Flow: $250,000
Florida Agent: Larry Brusacoram
View Details $600k Central Florida - Profitable CPA Practice for Sale
*** THIS LISTING IS CURRENTLY SALE PENDING. ***OVERVIEW ABA Advisors represents this CPA practice located in Central Florida. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice has several individual tax clients, but also business clients that bookkeeping/accounting work and tax preparation is completed for. Average fees are high for a practice of this size and the business has a full staff that would be expected to continue with the buyer.INDUSTRY COMMENTSCPA practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand.CENTRAL FLORIDA MARKETThe sale of this practice presents an opportunity to acquire a CPA practice with high average fees. This practice should allow a Less
$2,000,000
$2,000,000 - Ft. Lauderdale, FL - Accounting, Tax, Payroll, ConsultingFort Lauderdale, FL



