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NORTH CAROLINA
Ref Location Annual Gross $ Status Private sale/Name of broker
2276 Winston-Salem $2,075,000 Available Poe Group Advisors

This is a well established CPA firm that takes a fairly conservative approach toward their work. The partners have some flexibility as to the timing of their exit. Their service philosophy can be summarized as “Providing Accurate, Timely, and High Quality Work.”

The practice enjoys a solid reputation in their community, and most new business comes from referrals from existing clients. They have developed trusted relationships with high integrity. There is a very strong client base with dedicated employees (which the partners want to be well taken care of throughout the transition and in years to come.) There is excellent opportunity for growth, as the firm is currently turning away new business.

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