Boutique Southern California Firm Serving High-Net-Worth Clients with Real Estate Focus
California CPA Practice Serving High-Net-Worth Clients with a Real Estate Focus
On NextCompany since September 14, 2026 (31 days)
CA area
Business overview
This California CPA practice serves high-net-worth individuals and businesses, with a particular focus on real estate. The firm maintains longstanding client relationships through personalized attention and an emphasis on quality over volume. The practice generates steady year-over-year growth through referrals.
The practice reports annual gross revenue of $1,700,000 and carries an asking price of $2,300,000. The firm suits a CPA who works directly with clients on tax and advisory matters.
Who is a good fit for this business
- CPAs who personally manage client relationships and emphasize individualized tax and advisory services.
- Buyers with real estate and mergers and acquisitions experience that matches the practice's preferred acquisition profile.
- Buyers familiar with Southern California's market and its client and referral relationships.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The practice combines a real estate niche with relationships spanning high-net-worth individuals and businesses. The firm retains a loyal client base with long tenures.
The practice prioritizes quality over client volume through a personalized service model. The firm suits hands-on CPA ownership focused on individual tax and advisory needs.
The practice draws steady year-over-year growth from referrals. The firm also benefits from consistent demand and an established Southern California market presence.