CONNECTICUT

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3734CTConnecticut$2,200,000newPoe Group Advisors

This well-established firm has seen 14%-15% year-over-year growth in each of the last 2 years. The firm is on-track to meet and likely surpass their conservative 2021 projection of $2.2M. Profit is good and consistent at ~48% (2020). An excellent reputation has earned continuous referrals and new client inquiries, contributing to the growth and success the firm continues to experience. Offered services are very thorough allowing clients to have all their needs met through the firm. Client engagements include business and individual tax, bookkeeping/write-up, reviews, compilations, CFO/advisory, estate, and payroll.


Client portfolio is very well structured in terms of ideal client size and client industry stability. Clients are loyal and often provide referrals based on their high level of customer satisfaction. 5-star reviews and testimonials speak to the service level the firm provides.
Staff are very experienced, well-credentialed, and highly personable. Staff work independently and collaboratively. Clients appreciate the support they receive through the firm’s team-approach. Roles and responsibilities are well-defined, allowing for thorough and accurate work. Culture is strong.


Systems are modern, utilizing cloud technology and current industry platforms to provide efficiency, security, and scalability.


The office is ideal from all aspects. A professional and contemporary space that is appreciated by staff and clients. The office is very well located with high visibility, excellent exposure, and easy accessibility.


This is an excellent opportunity for a buyer looking to acquire a highly reputable firm with a continuous track record of growth, and excellent ongoing future growth potential.
Ideal buyer


The ideal buyer will be a CPA with strong industry experience. Strong general business knowledge is also required. Experience in leading and growing a high-performing team will be important for the buyer of this firm. A track record of building quality long-lasting relationships with clients and staff will help ensure the buyer’s greatest success. A growth-minded buyer will see the opportunity in this firm and will capitalize on the firm’s readiness. This is an ideal opportunity for several buyer structures including a growth-minded partnership, a one-owner, or an expansion of an existing practice.

For more details please contact the advertiser about this listing:

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