Established CPA Firm with Strong Client Focus

Bucks County, PA

Financial Services

Established CPA Firm with Strong Client Focus

Asking price

$600,000

Cash flow (TTM)

$189K

Reported by seller

Revenue (TTM)

$452K

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Established CPA Firm with Strong Client Focus.

This established CPA firm located in Bucks County, Pennsylvania, is renowned for its exceptional technical services delivered with a personal touch. It caters to a devoted client base, primarily consisting of small to mid-sized enterprises, real estate, manufacturing, professional services, and individual clients associated with these sectors. The owner has strategically curated the client portfolio, focusing on quality engagements while avoiding problematic clients to uphold the firm's standards. This has resulted in a well-maintained practice characterized by robust margins, minimal client concentration, and enduring client relationships. A key aspect of the firm is its structured advisory model, developed over recent years based on a recognized national framework, contributing to a significant portion of the revenue. The advisory segment now accounts for around 20% of total income, enhancing cash flow, minimizing accounts receivable, and driving recent revenue growth. A senior team member, who has been instrumental in shaping this model, is available to remain in a leadership role post-sale to further its development.

The fine print

Detailed information.

IndustryFinancial Services
Real estateLeased
Reason for sellingRetirement
LocationBucks County, Pennsylvania
Year establishedNot disclosed
Lease expirationNot disclosed
Monthly rentNot disclosed
FF&ENot disclosed
Growth & expansionNot disclosed
Support & trainingNot disclosed
Contact number
Email

BizScout Score

How this listing scores against everything else on BizScout.

An at-a-glance read on listing quality. Higher means the deal is well-priced, the financials look healthy, and the data is well-documented. A low score often means the seller hasn’t shared enough data yet, not that the deal is bad.

63
BizScout Score
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Why this score?

Historical comps

How this asking price compares.

Compare this listing against same-industry asking prices in the BizScout listings database — peer percentiles, sector asking-price multiples, and the 18-month asking-price trend.

Recent comparable sales

Industry context

The industry this business sits in.

Size, momentum, structure, and where the risk concentrates.

Location & catchment

Bucks County, Pennsylvania

Reference data sourced from Census ACS, Census County Business Patterns, and NOAA Climate Normals. Exact address shared after NDA.

Why this deal stands out

The case for this acquisition.

Scannable cards on owner involvement, asset transfer, revenue quality, and other deal-shaping signals pulled from this listing.

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Asking price

$600,000

View on BizScout