San Diego #SAN226
Southern California
San Diego, CA
NEW LISTING! Information Coming Soon!
Details →Established 2010 · 300+ Transactions
California’s leading brokerage for accounting and tax practice sales. We protect your confidentiality, maximize your sale price, and manage every detail from valuation to closing.
300+
Closed Transactions
$125M+
Total Deal Value
98%
Of Firms Sold Within 6 months
A recommended value range can only be determined after ATB reviews the practice’s financial performance, average fees, client and service mix, profitability, operations, staffing, financing considerations, buyer requirements, licensing requirements, and other factors that may affect marketability and value.
Important: This calculator provides a preliminary estimated value range for general informational purposes only. It is not a formal appraisal, valuation opinion, listing price recommendation, or guarantee of the price or terms that may be obtained in a sale. The estimate is based solely on the information entered and general valuation multiples, without verification or consideration of all factors that may affect market value. A more complete review is required before ATB can provide a recommended value or marketing strategy.
Live Inventory
Browse active listings across California. Each opportunity is reviewed by ATB and is available to prospective Buyers for confidential consideration.
Southern California
San Diego, CA
NEW LISTING! Information Coming Soon!
Details →Northern California
Walnut Creek, CA
Southern California
La Mesa, CA
Southern California
Pasadena, CA
For Sellers
Selling an accounting firm is one of the most significant financial decisions of your career. Our brokerage process ensures you maximize value while preserving your legacy, protecting your staff, and maintaining absolute confidentiality throughout the transaction.
Whether you are a sole practitioner or a multi-partner firm, our experienced team has closed over 300+ transactions and understands the unique dynamics of accounting and tax practice sales.
1
No-obligation practice evaluation based on your financial metrics, operations, and comparable sales data.
2
Your identity and client data are protected by strict NDAs and our proprietary blind-profile process.
3
Our vetted network consists of 3,500+ serious buyers actively seeking accounting practices.
4
Full negotiation support from LOI to closing, including initial Asset Purchase Agreement draft, due diligence framework, financing assistance, and transaction closing support.
For Buyers
Join thousands of CPAs, EAs, and entrepreneurs who have found their ideal practice through our exclusive listings. Every opportunity is presented with detailed practice and financial data and recast statements ready for your review.
Gain access to pre-market and off-market opportunities not available anywhere else.
Comprehensive recast financial statements and operational data for every listing.
SBA pre-qualification assistance and lender introductions to fund your acquisition.
A transaction coordinator guides you through every step from NDA to closing day.
Why ATB
We specialize exclusively in accounting and tax practice sales. That singular focus means deeper market knowledge, better pricing, and smoother transactions.
Your identity and client data are protected by strict NDAs and our proprietary blind-profile process. No client or employee learns of the sale until you are ready.
Our proprietary pricing model analyzes comparable sales data to ensure you receive fair market value for your practice.
Our vetted network of 3,500+ pre-qualified buyers — CPAs, EAs, and firm owners who are actively seeking accounting practices to acquire.
From LOI to close, our team guides you through the process of due diligence framework, financing coordination, and transition planning to protect your outcome and timeline.
Client Stories
Thank you all so much. I need to write a letter of recommendation because I truly can’t believe how simple you guys made this process.
Just know I’m looking back on the last year and the last tax season with a tremendous sense of gratitude for you and the connection you helped negotiate and navigate.
They helped me from A-Z. Without ATB, I would not have been able to sell my business for the price I wanted.
Get Started
Every successful transaction begins with a conversation. Reach out for a confidential, no-pressure consultation about selling or buying an accounting practice.
Your information is held in strict confidence. We never share your details without permission.