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Business ServicesDemo listing — fictional

Accounting & Bookkeeping Practice

Chicago, Illinois · Listing SMB-1155 · Updated 2026-07-25

Asking price
$1.45M
Revenue
$1.72M
SDE
$615K
Employees
11

Business summary

Tax and outsourced accounting practice serving roughly 380 small business clients and 520 individual returns. Monthly bookkeeping and payroll now represent 47% of billings.

Operations

Cloud accounting stack, documented workflow calendar, two senior accountants and seasonal preparer support.

Owner role

Managing partner reviews complex returns and owns key client relationships.

Reason for sale

Managing partner retiring; wants continuity for staff and clients.

Growth opportunities

  • Move remaining hourly clients to fixed monthly advisory pricing
  • Raise fees on legacy clients billed below current rate card
  • Add CFO advisory for the largest 40 business clients

Financial highlights

  • Recurring monthly billings of approximately $67,000
  • Client retention above 92%
  • Realization rate of 88%

Buyer fit

CPA firm seeking a Chicago footprint, or a licensed buyer — note that practice ownership rules vary by state and require professional review.

Documents available after NDA

In production, these are released in stages once the buyer is qualified and the NDA is recorded against this listing.

  • Client billing list (anonymized) — locked
  • Staff roster — locked
  • Software stack — locked
  • Financials — locked

Full listing detail

Asking price
$1,450,000
Revenue (TTM)
$1,720,000
SDE
$615,000
Location
Chicago, Illinois
Industry
Business Services — Accounting
Established
2001 (25 years)
Employees
11
Seller financing
Yes
SBA potential
Indicative — lender review required
Real estate
Leased
Listing source
Brokered by Lakeview Transaction Partners
Listing reference
SMB-1155
Date added
2026-06-09
Last updated
2026-07-25

SBA indication is illustrative only. Loan eligibility, structure and approval are determined solely by an SBA-participating lender. SellMyBiz does not provide or arrange financing.

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