Financial Services
Palm Beach County, FL
Financial summary
Comparable pricing
Limited comparables for this listing. No reliable benchmark yet.
Methodology refines over time.
SBA financeability
Businesses in finance & insurance are commonly SBA-financed. The figures below are the industry-category norm from SBA 7(a)/504 lending, a gauge of how financeable a deal like this tends to be.
Finance & Insurance benchmarks
Typical SBA leverage
72%
Industry charge-off
1.1%
Common term
10 yr
Median loan
$239,300
Active lenders in this category: Live Oak Banking Company, The Huntington National Bank, U.S. Bank, National Association.
Based on 6,841 SBA loans · source: SBA 7(a)/504 FOIA, as of 2026Q1 · industry-category level.
Detailed information
high SDE margin and strong SDE.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
Established CPA & Accounting Practice for Sale – Northern Palm Beach County Well-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach County. Operating successfully for over six years, this turnkey firm offers a loyal client base, experienced staff, strong recurring revenue, and excellent growth potential. The practice is staffed by the CPA owner, a senior accountant, and an experienced office manager, providing continuity and operational efficiency for a smooth transition. Technology & Systems. The practice utilizes industry-leading software, including: Thomson Reuters UltraTax Onvio File Cabinet Practice CS billing system Office & Location The firm operates from a professional 1,500-square-foot office located in a well-maintained professional office building in Northern Palm Beach County. The office features very reasonable lease terms, with rent of only $2,128 per month. Services & Revenue Breakdown Monthly Accounting Clients 20–30 recurring clients Average monthly fee: $625 Annual revenue: approximately $150,000 Individual Tax Returns 245 clients Average fee: $1,076.48 Annual revenue: $263,739 Business Tax Returns 129 clients Average fee: $1,287.67 Annual revenue: $166,110 Estate Tax Returns 33 clients Average fee: $1,176.82 Annual revenue: $38,835 Business Consulting Services Annual revenue: $22,979 Highlights Consistent recurring revenue Established client relationships Experienced professional staff in place Strong mix of tax and accounting services Turnkey operation with modern systems Excellent opportunity for expansion or satellite office Ideal opportunity for a CPA, EA, or accounting firm seeking growth through acquisition in a desirable South Florida market. Serious inquiries only. Additional information available upon request and execution of a confidentiality agreement. Please refer to listing #6401-829634 when inquiring.
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