MASSACHUSETTS

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4061MAMassachusetts$564,913availablePoe Group Advisors

A rare opportunity to acquire a well-established turn-key accountancy firm with a very desirable client-base and many growth opportunities. The firm provides tax services for business, individual, and NPO, along with NPO financial statements, fiduciary, and very minor bookkeeping. The practice is well known for their high-quality work and personable service, locally and remotely.
Clients are very loyal, and in all the preferred industries. Client base is diverse with no risk industries or overly large clients which has led to years of rock-solid stability. Only A-clients have been taken on. Although clients provide many referrals the owner has chosen to maintain revenues at their current level.
Highly capable and loyal staff enjoy their work and direct involvement with the clients. Staff tenure demonstrates the firm’s positive culture and work environment.
The office has always been progressive with technology, all systems are very current and secure. Clients can be serviced remotely, and staff can work remotely. The office is contemporary, fresh, and conducive to staff comfort and productivity.
Location is exceptional – ideal for its purpose, and enviable close to the best that New England has to offer.
Growth opportunities abound. The owner has maintained at their preferred revenue and size but has identified several high-growth opportunities for an incoming buyer.
This is an amazing opportunity for a buyer who wants it all – exceptional clients, strong team, amazing location, and lucrative growth opportunities.
Ideal buyer
The ideal buyer will be a CPA with strong knowledge in tax and tax strategies. Good general business knowledge is also required, along with the ability to grow and manage a team. The buyer will be a natural relationship builder, able to build on existing relationships and continue to develop new client relationships. A growth-focused buyer will recognize and capitalize on the future opportunities in this firm. This is an ideal opportunity for several buyer structures including a growth-minded partnership, a one-owner, or an expansion of an existing practice.

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