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Ref Location Annual Gross $ Status Private sale/Name of broker
1425 Raleigh-Durham Area $2,410,000 On Hold Poe Group Advisors

This practice is very well positioned in the market to provide high-level client service that for SME’s has historically come from the big 4 or regional firms. This is an Upscale CPA firm for sale with clients ranging in size from $2M-$45M in revenue, as well as many high net-worth individuals. The firm has a very collaborative and professional work culture. There are exceptionally good, experienced staff in this firm…many have been here for a long time. It currently has a heavy tax focus so there is significant growth potential in non-tax services. The practice has experienced double-digit growth, and there is tremendous room for growth for a strategic buyer who can offer additional services. The office is paperless, and is in a great location. The practice currently does no audit work.

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