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VIRGINIA
Ref Location Annual Gross $ Status Private sale/Name of broker
2696 Charlottesville Area - VA2015 $450,000 New Poe Group Advisors

CPA firm for sale Blue Ridge Mountains near Charlottesville, VA.
Growth: Firm is seeing amazing growth. This can be attributed to new and existing client growth. Firm did proactive tax planning for all clients in preparation for the new tax law. Clients: Individuals, small business owners, trusts and estates. Clients have been served for decades and they often have multiple small businesses or trusts. Most of the small businesses are small – $1 million or less in annual revenue. Many of the individual clients are high net-worth. Fees: Firm is able to charge very good fees. Average individual tax return is over $750. Mix: The clients are a good mix of individuals, small businesses, trusts and estates. Marketing: Firm takes good care of clients and this provides for quality referrals. Bookkeeping: Local area has seen a boon in small business growth which will lead to additional monthly client opportunities. Firm has acquired new monthly clients due to the recent closure of a nearby bookkeeping office.

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