High Fee CPA Firm with owner Staying on 3-5 years in San Fernando Valley, CA
California CPA Practice Serving High-Net-Worth Clients
On NextCompany since September 14, 2026 (31 days)
CA area
Business overview
This California CPA practice focuses on tax work alongside advisory services. The practice serves affluent clients through relationships spanning families and their businesses across generations. Its attentive service approach supports premium fees. The practice generates annual gross revenue of $1,669,686 and carries an asking price of $2,450,000.
The practice's experienced team manages daily client needs with little owner supervision. Its workflows support remote work, with infrastructure improvements adding operational flexibility. The practice includes the owner's commitment to remain for 3 to 5 years for transition support. Its referral business continues to grow year over year.
Who is a good fit for this business
- Accounting practitioners with small-team management experience who want an ownership role supported by experienced staff.
- Established firms expanding into an affluent client market through multigenerational family and business relationships.
- Buyers who value an owner's 3 to 5 years of transition involvement for knowledge transfer and client continuity.
Details
- Reason for selling
- Other
Frequently Asked Questions
The practice pairs tax and advisory work with attentive, individualized service. It emphasizes accurate work, responsive communication, and proactive strategic guidance for high-net-worth clients.
The practice's experienced staff handles client needs with minimal owner oversight. Its systems accommodate remote work, and ongoing infrastructure improvements support flexibility.
The practice includes an owner commitment to stay for 3 to 5 years. It will retain that involvement to support knowledge transfer and continuity in client relationships.