Powerhouse CPA Firm in Scottsdale, Arizona -
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52% EBITDA Margin - Elite Roster of Clients
Own an Apex CPA firm in Arizona's wealth hub! Located in the heart of Scottsdale, one of the nation's premier wealth hubs, this 1.6M powerhouse CPA represents the rare intersection of elite clientele and operational mastery. Your portfolio will consist of incredible quality clientele in a region known for high-net-worth individuals and thriving businesses. With $1.6M of optimized recurring revenue, a 52% EBITDA margin and diversified income streams, this is not just a CPA firm, but an instant and dominant financial position in Arizona's most lucrative market. Asking $3M on $856k of EBITDA.
About the Business
- Employees
- 3 (2 Full-time, 1 Part-time)
Two CPA partners with 3 other employees. - Facilities & Assets
- They currently operate from a 3,300 square foot leased office right in the middle of Scottsdale. With Paradise Valley to the West and Fountain Hills to the East, this location is central to the wealth hub. This square footage is considerably more than the firm needs and there are options both within the current complex or neighboring facilities in the 1,650 square foot range. Lease expires in November of 2026.
Scottsdale, Arizona is a premier, upscale desert city in the Greater Phoenix area. The Phoenix MSA lies on every firm's target for metro area acquisition growth. Scottsdale. Arizona is the "wealth hub" of the Greater Phoenix area. - Market Outlook / Competition
- Lucrative!
- Opportunities for Growth
- Growth is limited only by capacity. Each year, the client list is modified to optimize the best possible clients. With increased capacity, growth of the complex and HNW clients will grow. They have an enviable network of attorneys, bankers and consultants that feed new clients each and every year. They only accept new clients from this network.
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 1,650
- Rent
- $4,804.58 per month
- Lease Expiration
- 11/30/2026
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- Both principals will work with the buying entity on the transition plan and are prepared to stay on as senior review if needed. They are willing to stay as long as 2 years, providing that certain accommodations are made. Both principals want to reduce the hours they spend in the practice and would like to move away from their preparation function into more of a review function.
- Financing Options
- Qualified for SBA financing. Seller will allow 20% holdback subject to retention.
Listing Info
- ID
- 2507197
- Listing Views
Listing ID: 2507197 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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