Established CPA Firm with Contracted Audit Support

Auditing services (i.e., cpa services), accounts for sale in Dallas-Fort Worth

Asking price

$300,000

Revenue

$206,483

Cash flow

$97,627

About this business

Company Overview: This CPA firm was established in 1999 and serves clients across a major Texas metro area, with some work in other parts of the state. The firm is a small, focused practice built around audit support, tax, accounting, and advisory work. Its main niche is helping larger CPA and professional services firms serve local public-sector clients. The business has a long operating history, a clear service focus, and a lean model that fits a professional services buyer.

Product & Customer Base: The firm has two main service lines. Audit support is the core service and makes up more than 80% of revenue. Tax, consulting, accounting, and related services make up the rest. Most audit support work is performed through larger professional firms that act as prime contractors. The client base has some concentration, with a few larger relationships driving most revenue. This risk is partially mitigated by long-standing customer relationships, recent contract activity, and long-term contracts that typically run for five-year terms and have historically been renewed for additional five-year periods, providing strong revenue visibility and stability.

Operations & Team: The firm runs with a small team and simple day-to-day workflows. The owner manages the business, signs tax returns, oversees finance and staff, and supports service delivery. A full-time accountant handles much of the audit support production work, including most of the billable work in that service line. A part-time office professional supports document exchange, fee collection, client handoffs, and office needs, and works more during tax season. The owner and accountant work mostly from home, while the leased office is used for client-facing admin tasks. A buyer should be a licensed CPA or CPA-led owner, since the firm must remain licensed as a CPA firm.

Growth: The firm grew into its audit support niche after a large subcontracting opportunity many years ago. Since then, the practice shifted toward this work because it became the main growth driver. The result is a stable service mix built around long-running professional firm relationships, with low inventory needs and modest equipment. Recent contract wins and renewals support the near-term base of work. A buyer could grow by adding more individual tax returns, expanding small business tax and accounting, building more prime contractor ties, and using the existing staff and office setup to add capacity.

Transition: The owner is selling because they have reached retirement age and are ready to pass the firm to a new CPA-led owner. The seller has stated they are flexible on deal and handoff structure and is willing to support a buyer for up to 36 months. That support could help with client introductions, contract handoff, tax season planning, staff training, and transfer of management duties. The seller believes the business could move toward an absentee or semi-absentee model within about one year if the buyer keeps the right staff and controls in place.