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NORTH CAROLINA
Ref Location Annual Gross $ Status Private sale/Name of broker
2917 Raleigh $275,000 New Poe Group Advisors

This is great EA practice with a reputation for being friendly, fast, knowledgeable, thorough and fair priced. Clients are incredibly loyal and many have been with the firm for several years. There is an exclusive niche of clients that provides a nice referral network and devoted client base. Work is focused in tax season and this allows for very low owner hours the rest of the year. An aggressive buyer could expand other accounting services or enjoy a great lifestyle. The work performed is very high quality with virtually no errors. Firm is located in a growing area of Raleigh with good business growth and family living. Staff is exceptional and well liked by clients. Ideal Buyer Buyer should be an EA or CPA with very good tax and tax planning experience. Some knowledge of retirement planning would be helpful. A congenial personality will be very helpful. Experience with a high-volume tax season will be important. Clients enjoy a consultative approach.

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