This fully virtual firm offers a rare opportunity with low owner hours—averaging just 1,200 per year—and outstanding cash flow exceeding 50%! The firm benefits from strong, reliable referral partners who consistently bring in new clients. It offers specialized niche tax, audit, and review services with very little competition, providing a strong market position and continued demand. This firm is mostly focused on small to medium-sized businesses, many of which are pre-IPO, across a range of industries.
There is approximately 20% capacity for new clients, allowing room for growth, and the firm maintains healthy annual fee increases of 10% for tax work. This is a turnkey opportunity for a buyer seeking flexibility, profitability, and a defensible niche service offering. Established for over 9 years, this firm has built a solid foundation with its employees and clients. The firm’s team is empowered to take full ownership of their work, contributing to a modern, self-sustaining operation with very little staff turnover. This firm’s services include 55% reviews, 32% audit, 13% business and personal tax, and other services. Highlights: • Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. • All Value Billing, with billing taken upfront. No AR! • This firm is known for its fantastic quality of work in the audit sector and among pre-IPO platforms. • Cashflow for 2025 is projected to exceed $500,000. • Owner hours are only 1,200. Ideal Buyer: Audit experience is highly beneficial—it is not mandatory, as the current audit manager brings deep expertise to the team. What matters most is the buyer’s ability to lead a modern, technology-driven firm while upholding the exceptional service standards clients have come to expect. The current owner is open to retaining equity for the right partner. The owner strategically built this firm with an eventual exit in mind, resulting in highly systemized operations that function independently of the owner’s daily involvement. The buyer should be growth-focused.
The opportunities for growth are abundant and as the economy enhances, the firm’s revenue grows with it. The ideal buyer type could be a very experienced individual CPA, an established Audit firm, a PE firm, or group of CPAs with excellent management experience that can grow this firm to the next level.
