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Out of Area, FL | $500,000
FOR SALE: Established Full-Service CPA / Accounting Firm - Citrus County, FL
Overview
This established, full-service CPA / accounting firm is well-positioned in Citrus County, Florida, serving the local community and surrounding region. With a strong reputation and a diversified service offering, this is a prime opportunity for an acquisition or merger to expand footprint or add capacity in Florida.
Key Features & Strengths
Comprehensive service line: bookkeeping, tax planning & preparation, payroll, business consulting, outsourced CFO, startup formation, and compliance reporting (including beneficial ownership).
Reputation & community presence: recognized locally (e. g. , Citrus County “Best of the Best, ” neighborhood favorite).
Scalable structure: capable of serving small to mid-sized businesses, with potential to expand regionally or by industry niche.
Strategic location: centrally located in Hernando, Florida, with room to grow remotely or into adjacent markets.
Strong client relationships: long-term accounts, recurring revenue models via bookkeeping / payroll / CFO services.
Lean operations: manageable overhead with a focused team and clear processes.
Growth opportunity: cross-sell services, expand into advisory / virtual CFO offerings, digital marketing, mergers & acquisitions.
Growing virtual client base.
Why This Opportunity Matters
This listing is ideal for:
An established CPA or accounting firm seeking to expand into Hernando or the greater Florida market.
A financial services firm aiming to add a turnkey acquisition with client base and processes already in place.
An individual CPA or entrepreneur seeking to step into a live business with growth potential.
Buyers will gain not only the existing client portfolio and ongoing service revenue, but also a platform ready for expansion via advisory, M&A, specialized tax, or geographic growth.
Next Steps
Serious inquiries will receive financials upon executing an NDA. Don’t miss this opportunity to acquire a well-positioned, full-service accounting firm in a growing Florida market.
Features
- Levels: 1
- Lot Size: 155 x 120
- Year Built: 1984
- Acreage: 4.08
- Est. Taxes: $3,221
- MLS#: W7879477
- Days on Market: 79 days
- Website: https://www.raveis.com
/prop/W7879477/_outofarea_fl?source=qrflyer
Listing courtesy of BRIDGE POINT BUSINESS REAL EST Phone: 352-515-0226
William Raveis Family of Services
Our family of companies partner in delivering quality services in a one-stop-shopping environment. Together, we integrate the most comprehensive real estate, mortgage and insurance services available to fulfill your specific real estate needs.
Customer Service
888.699.8876
Contact@raveis.com
Our family of companies offer our clients a new level of full-service real estate. We shall:
- Market your home to realize a quick sale at the best possible price
- Place up to 20+ photos of your home on our website, raveis.com
- Provide frequent communication and tracking reports showing the Internet views your home received on raveis.com
- Showcase your home on raveis.com with a larger and more prominent format
- Give you the full resources and strength of William Raveis Real Estate, Mortgage & Insurance and our cutting-edge technology
To learn more about our credentials, visit raveis.com today.
Melissa CohnRVP, Mortgage Banker, William Raveis Mortgage, LLC
NMLS Mortgage Loan Originator ID 16953
917.838.7300
Melissa.Cohn@raveis.com
Our Executive Mortgage Banker:
- Is available to meet with you in our office, your home or office, evenings or weekends
- Offers you pre-approval in minutes!
- Provides a guaranteed closing date that meets your needs
- Has access to hundreds of loan programs, all at competitive rates
- Is in constant contact with a full processing, underwriting, and closing staff to ensure an efficient transaction
Pedro DelgadilloInsurance Sales Director, William Raveis Insurance
305.922.5393
Pedro.Delgadillo@raveis.com
Our Insurance Division:
- Will Provide a home insurance quote within 24 hours
- Offers full-service coverage such as Homeowner's, Auto, Life, Renter's, Flood and Valuable Items
- Partners with major insurance companies including Chubb, Kemper Unitrin, The Hartford, Progressive,
Encompass, Travelers, Fireman's Fund, Middleoak Mutual, One Beacon and American Reliable
Out of Area, FL
$500,000
Customer Service
William Raveis Real Estate
Phone: 888.699.8876
Contact@raveis.com
Melissa Cohn
RVP, Mortgage Banker
William Raveis Mortgage, LLC
Phone: 917.838.7300
Melissa.Cohn@raveis.com
NMLS Mortgage Loan Originator ID 16953
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5/6 (30 Yr) Adjustable Rate Conforming* |
30 Year Fixed-Rate Conforming |
15 Year Fixed-Rate Conforming |
|
|---|---|---|---|
| Loan Amount | $400,000 | $400,000 | $400,000 |
| Term | 360 months | 360 months | 180 months |
| Initial Interest Rate** | 5.500% | 6.125% | 5.250% |
| Interest Rate based on Index + Margin | 8.125% | ||
| Annual Percentage Rate | 6.285% | 6.280% | 5.541% |
| Monthly Tax Payment | $268 | $268 | $268 |
| H/O Insurance Payment | $92 | $92 | $92 |
| Initial Principal & Interest Pmt | $2,271 | $2,430 | $3,216 |
| Total Monthly Payment | $2,631 | $2,790 | $3,576 |
* The Initial Interest Rate and Initial Principal & Interest Payment are fixed for the first and adjust every six months thereafter for the remainder of the loan term. The Interest Rate and annual percentage rate may increase after consummation. The Index for this product is the SOFR. The margin for this adjustable rate mortgage may vary with your unique credit history, and terms of your loan.
** Mortgage Rates are subject to change, loan amount and product restrictions and may not be available for your specific transaction at commitment or closing. Rates, and the margin for adjustable rate mortgages [if applicable], are subject to change without prior notice.
The rates and Annual Percentage Rate (APR) cited above may be only samples for the purpose of calculating payments and are based upon the following assumptions: minimum credit score of 740, 20% down payment (e.g. $20,000 down on a $100,000 purchase price), $1,950 in finance charges, and 30 days prepaid interest, 1 point, 30 day rate lock. The rates and APR will vary depending upon your unique credit history and the terms of your loan, e.g. the actual down payment percentages, points and fees for your transaction. Property taxes and homeowner's insurance are estimates and subject to change.
William Raveis Mortgage, LLC, NMLS ID 2630, 7 Trap Falls Road, Shelton, CT 06484
FL Mortgage Lender MLD1388