Financial & Insurance · California
Boutique CPA Firm in Southern California
Main Street
$2,300,000
- Asking price
- $2.3M
- EBITDA
- —
- Revenue
- $1.7M
- Multiple
- —
- Margin
- —
In line with the financial & insurance median ($2.3M)
76% above median ($966K)
About this business
This CPA firm specializes in serving high-net-worth clients with a focus on real estate. It has established a strong reputation and client loyalty in this niche, demonstrating consistent growth and a personalized service approach.
- Specializes in high-net-worth clients
- Strong real estate focus
- Annual revenue of approximately $1.7M
- Established client loyalty
- Steady growth driven by referrals
Business details
- Category
- Financial & Insurance
- Business type
- Main Street
- Location
- California
- Reason for selling
- Retirement
- Listing ID
- CA2014
Listing history
Listed · Nov 4, 2026
Asking $2,300,000
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