This thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and growth. Serving a diverse client base across industries nationwide, the practice offers a wide range of services that position it as a trusted advisor. Most clients prefer virtual interactions, appreciating the firm’s ability to relieve financial stress while providing high-quality, personalized service. With a strong reputation, steady referrals, and even a waiting list of new clients, demand is consistently on the rise. Strategically located in a fast-growing area and supported by capable, tech-savvy staff, the firm runs efficiently with cash flow exceeding $200,000. Combining flexibility, stability, and capacity for expansion, this opportunity is perfectly suited for a growth-minded buyer.
Highlights:
● Cash flow exceeding $200,000
● Located in a fast-growing area
● Wait list of new clients
Ideal Buyer:
The ideal buyer will be a CPA with strong public accounting experience and a demonstrated commitment to client care and relationship management. A collaborative and supportive leadership style will best complement the firm’s culture, strengthening both client loyalty and staff engagement. While day-to-day operations can be managed remotely, maintaining a regular presence in the office will be essential for fostering team connection and ensuring continued success.
#5236 - Tampa Bay Area - FLORIDA
ref | state | location | annual gross $ | status | private sale / broker |
---|---|---|---|---|---|
5236 | FL | Tampa Bay Area | $470,000 | new | Poe Group Advisors |