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Ref Location Annual Gross $ Status Private sale/Name of broker
2920 Coastal Maine $450,000 New Poe Group Advisors

This is a well-established CPA firm with a focus on tax, tax planning, estates and trusts. Clients are extremely loyal and enjoy exceptional service. These are highly sophisticated professionals, retirees and small business owners. Great staff are in place. Estate work is fairly consistent and very lucrative, seller is willing to consult with buyer in this area if needed. Owner hours are very low and make for a great lifestyle in this amazing community. Ideal Buyer - The ideal buyer for this firm should have good tax and tax planning experience. Some knowledge of estates and trusts would be helpful (owner is willing to assist in this area). Buyer will want to be committed to high touch, quality service. Being a part of this vibrant community will be important. Clients depend on a high level of expertise. Someone looking to have a great quality of life could thrive in this practice.

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The information supplied in this listing has been provided by the business seller or their representative. The Accounting Practice Exchange has no stake in the sale of this business and has NOT verified any of the information contained in this listing. The Accounting Practice Exchange assumes no responsibility for this listings completeness or accuracy. By submitting this form, you confirm that you agree to our Terms of Use and Privacy Policy.

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