CPA $700,000 AGR in San Diego, CA

Market
CPA
Member Level
Premier
Last Activity
this month
Listing Age
363 days old
General
Location
San Diego, CA, US
Listing Type
Buyer | Merge
Gross Revenue
$700,000.00
Credentials
CPA, EA, JD
Services
Tax, Monthly subscription business services
# of Accounts
650
Avg Client Age
50
Overview

I currently have a tax and accounting practice in San Diego and am looking to merge with or buy another practice that will allow for growth and introduction of financial planning and insurance products into the offerings. My goals are 2 fold: First to find another tax and accounting firm that is looking to merge (or be bought) to experience some economies of scale and grow the tax preparation and business advisory services. Second is to introduce financial planning and insurance to our customer base, either through an acquisition or merger with an existing business providing those services.

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