4712CACalifornia$327,565newPoe Group Advisors

This firm has been established for over three decades and has a family-like atmosphere with both clients and staff. The team prides themselves on being responsive, client-focused, and loyal. This firm’s growth is attributed to referrals from satisfied clients, including engineers, prosperous retirees, and real estate developers, demonstrating the trust and loyalty clients have with this firm. The highly independent and capable staff operate remotely, ensuring flexibility and efficiency in delivering top-notch services. This firm is currently transitioning to a 100% paperless office!


-Impressive cash flow exceeding 40%!
-Experienced, dedicated, and remote staff
-Ideal client base
-1,800 annual owner hours

Ideal Buyer:
The ideal buyer should possess a minimum of 10 years of experience in the field of accounting, demonstrating expertise in S-Corps and partnerships. A strong familiarity with California tax laws would significantly enhance the buyer’s performance within the firm. It is essential for the buyer to be personable, and genuinely concerned about clients’ well-being and financial success. The ideal buyer should have the capability to assume the owner’s role, committing approximately 1,800 hours per year. Patience, flexibility, and a commitment to long-term business growth are qualities that would be advantageous in a potential buyer. A local buyer based in Southern California is preferred.

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