Connecticut-Based Hybrid CPA Firm
Hybrid CPA Firm in Connecticut
On NextCompany since September 28, 2026 (16 days)
CT area
Business overview
This Connecticut CPA firm serves small business owners through a hybrid practice. It reports $1,350,000 in annual gross and carries a $2,100,000 asking price. Cash to owner stands at 46%. The practice collects about $37K monthly in fixed retainers through automatic EFT.
An experienced team handles client-facing work without the partners present. A hosted cloud environment supports work away from the office. The sellers plan to retire and will discuss transition and consulting arrangements.
Who is a good fit for this business
- First-time CPA buyers who value recurring retainers and an autonomous client-facing team.
- Established accounting firms seeking a small business client base and referral inquiries for acquisition growth.
- Private equity-backed groups that intend to keep a local presence and maintain close client relationships.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The firm's largest client accounts for 3% of revenue. Its top 10 clients collectively contribute less than 18%.
The partners work 15 to 20 hours weekly outside tax season. They take 6 to 8 weeks off annually, and the staff continue running the practice during their absences.
Both sellers would consider reduced roles beyond the transition period. One could support technical work or office operations, depending on the new owner's needs. They also welcome discussion of consulting arrangements.