#5434 - Gulf coast of Mississippi - MISSISSIPPI

--Approximately 600 active clients with consistent revenue growth year over year, from $519K in 2023 to $576K in 2025 --Cash flow to owner of $233,589 at 41% margins in 2025 --Monthly bookkeeping clients represent 46% of revenue, providing a strong recurring revenue base --Stable four-person team with tenures ranging from 2 to 9 years, all with direct client contact --Firm consistently receives more referral inquiries than it can accept, with no formal advertising --Strategically located between Mobile and New Orleans, serving clients across the Gulf Coast corridor About this practice: Established in 2016, this full-service CPA firm on the Mississippi Gulf Coast has built a strong reputation for responsive, personalized service to a loyal client base of approximately 600 active clients spanning contracting, restaurants, retail, and services. The firm offers tax preparation and planning, accounting, bookkeeping, payroll, and workers' compensation audits, with monthly clients receiving proactive tax planning as part of their engagement. Revenue has grown consistently year over year, from $518,937 in 2023 to $576,368 in 2025, with January through May 2026 collections of $292,299 tracking ahead of the prior year pace. The owner acquired an additional practice in 2023, further expanding the client base, and the firm now consistently receives more referral inquiries than it can accept. The majority of monthly clients are billed on fixed-price agreements charged automatically on the first of each month, providing predictable recurring revenue. The four-person team is stable and experienced, operating independently within a collaborative, low-drama environment. Each client file contains documented standard operating procedures, ensuring any team member can step in when needed. The owner conducts regular group training sessions during tax season, building staff skills and reducing review time across the team. The owner is transitioning out of compliance work to pursue advisory and tax planning services on a reduced schedule, and is motivated for a clean handoff to a buyer who can continue the firm's growth trajectory. Ideal Buyer: The ideal buyer is a CPA with strong tax and accounting expertise and the hands-on technical capability to lead the review process and continue developing the existing team. A local or regional buyer based in the broader Gulf Coast corridor would be well-positioned to maintain the firm's strong community presence, though the owner is open to a buyer who would operate partially remotely given that most clients are comfortable with virtual communication. This practice suits a sole practitioner looking to step into an established operation with genuine organic demand, or a small firm looking to add a capable team and an established book of business in a growing Gulf Coast market.