|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3710||MA||Massachusetts||$1,276,972||available||Poe Group Advisors|
This is a long-established and highly reputable CPA firm. Consistent high-quality work and genuine client care have earned and retained quality clients who provide regular referrals of the same. Service lines are very well-rounded including compilations, reviews, audits, business and related individual tax, trust tax, write-up, and consulting. The refined client base is diverse, comprised of desirable and stable industries. Client tenure is very strong. Referrals are common and a great source of future growth. Staff work directly with clients, contributing to the development of strong long-term relationships. Team members are highly capable and high performing, owning their individual and team responsibilities.
Culture is strong, supported by ongoing professional development opportunities for staff. Systems and platforms are very current, ensuring security and efficiency. The stand-alone office is spacious and contemporary with lease or purchase options for the buyer. The office is highly visible, well-located, and easily accessed in a desirable commercial area. This is a rare turn-key opportunity for a buyer looking for an established firm with great clients, great team, and excellent growth potential.
The Ideal buyer will have strong public accounting experience including expertise in the areas of tax, review, and audit. Good general business knowledge including team management is also required. A personable buyer will share qualities that the clients and staff have become familiar with. A relationship builder will be able to further build revenue, taking up the regular referrals that come in from the happy client base.
Equally, the buyer will recognize the value of the team and will recognize and be able to carry forward the approaches used to build the talent and dedication each team member provides. This is an ideal opportunity for several buyer structures including a 2 partner, a single owner with staff capacity, or a satellite expansion of an existing practice.
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