Virtual Employee Benefit Plan Audit Firm for Sale with 30+ Years of Referral-Only Growth
Virtual Employee Benefit Plan Audit Practice
On NextCompany since September 14, 2026 (31 days)
Location undisclosed
Business overview
This fully virtual CPA practice specializes in employee benefit plan audits. The practice serves a highly regulated specialty niche through technically precise work. It generates annual gross revenue of $1,097,602 and carries an asking price of $1,590,000.
The practice reported cash flow exceeding 36% in 2025. It supports independent engagement execution through a tenured team with capacity for additional engagements. The practice maintains a loyal client base and operates without formal marketing.
Who is a good fit for this business
- CPAs with employee benefit plan audit expertise who understand the specialty's regulatory complexity.
- Established CPA firms with referral development experience and a commitment to building specialty audit capabilities.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The practice generates all new business through introductions from financial advisors, third-party administrators, and CPA firms. It draws consistent client flow from a small number of active referral sources.
The practice sets fixed fees annually and collects payment in advance. It maintains virtually no accounts receivable or work in progress at year end.
The practice uses approximately 800 hours of owner involvement annually. It relies on its tenured team to manage client relationships and execute engagements independently.