3723MAWorcester County$537,335expiredPoe Group Advisors

This is a very well-established CPA firm with a solid client portfolio and great growth potential. Client engagements are well-rounded and include corporate, individual, partnership, trust, and NPO tax, audit, review, compilations, and very minor bookkeeping/payroll.
Profit is very good and consistent at 55%. The firm has earned an excellent reputation. Clients provide regular referrals and 5-star reviews.
Clients are loyal and long-term. Client industries are diverse and industry stable.

Staff are very capable and very familiar with the operations of the firm. Roles are well defined, and work is distributed effectively. Staff work independently and collaboratively to ensure efficient workflow and high productivity. Little supervision is required allowing the owner to focus on higher level work.

The firm operates from a very attractive first floor office. The office is well located and highly visible on a busy commercial street. Easily accessed locally and by major routes. The area provides great opportunity for growth locally, and nearby business centres including the greater Boston area less than 45 minutes away. The premise is seller-owned and has lease or purchase options.
This is an excellent opportunity for a buyer looking for an established firm with a solid client portfolio and many growth opportunities.
Ideal buyer

The ideal buyer will be an experienced CPA who is knowledgeable in the firm’s current areas of service including audit and review. Strong general business knowledge is important, as is the ability to lead and grow a team. The buyer must also be a relationship builder, personable and professional. A growth-minded buyer will take on the development opportunities available in this practice to suit their ideal expansion pace and size. This is an ideal opportunity for several buyer structures including a growth-minded partnership, a one-owner, or an expansion of an existing practice.