Established Coastal CPA Firm with Loyal Client Base

This CPA firm, offering business advisory, tax and accounting, has been thriving for over 30 years in a highly desirable coastal community in San Diego County. The firm is known for its personal relationships, strong client retention, and reputation for delivering high-quality, personalized business advisory, tax and accounting services.
Clients include high-net-worth individuals and closely held businesses across industries like real estate, hospitality, healthcare, and professional services. Most revenue is recurring, and the largest client accounts for less than 5% of total billings.
With 26 experienced professionals—including multiple CPAs, enrolled agents, and advisory staff—the team is capable, loyal, and positioned to stay on post-transition. The firm operates with secure systems, a paperless office, and an engaged leadership culture.
Highlights
Long-standing, profitable operation with consistent growth
Diversified client base—low concentration risk
Strong advisory component: outsourced CFO, business planning, and estate/succession advisory
Special expertise in small business and hospitality sectors
Excellent location with affluent client demographics
Clean books, reliable cash flow, minimal bad debt
Scalable infrastructure and office capacity
Key team members expected to remain post-sale
Ideal Buyer
Perfect for a regional firm seeking a strategic footprint in Southern California, a PE-backed platform looking to grow via acquisition, or an individual CPA ready to take the reins of a well-run, legacy practice. The current owner is willing to provide transition support for up to 2-3 years depending on terms.