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<a href="https://poegroupadvisors.com" style="color:#64cb71;" target="_blank" rel="nofollow">Poe Group Advisors</a> (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for almost 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.

Check out our blog at <a href="https://poegroupadvisors.com" style="color:#64cb71;" target="_blank" rel="nofollow">Poegroupadvisors.com</a>. PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.

ABA Advisors, LLC is a nationwide consulting and brokerage firm that specializes in the sale, merger, acquisition and financing of the accounting and tax practices. &nbsp; For more than a decade Larry has been working predominantly with CPA's, EA's and other tax/accounting professionals with the Buying, Selling and Financing of their businesses. &nbsp;Although based in Texas, the focus is opportunities nationwide.

At Accounting Biz Brokers, LLC, we specialize in the sale of accounting firms and tax practices across the nation. With over 23 years of combined experience, our brokers are Certified Business Intermediaries (CBI) designated by the International Business Brokers Association. A CBI is an experienced, proven professional whose claim of competence is supported and documented. With the skills necessary to handle the marketing, negotiations and complex details involved in the sale, our CBIs can assist you with the successful completion of the purchase or sale of your business.

Professional Accounting Sales (PAS) has been selling CPA and EA firms nationwide for over 38 years.&nbsp; With over 40,000 registered buyers and with considerable expertise in practice acquisition financing, PAS offers consulting from listing to closing, with no long term listing agreements and follow up assistance during transition. 
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New Clients Inc. practice sales program evolved from our years of experience in dealing with professional accountants, CPAs, tax preparation businesses and accounting practices all over the United States. As we worked with our clients we realized there was a need for professional practice sales that was not being properly met.

New Clients, Inc. has helped thousands of accountants develop their accounting practices via our successful accounting practice marketing programs. Over time many of these accountants have turned to us to put their practice up for sale. Hence, we began developing accounting practice sales experience and building a network of potential buyers nationwide.&nbsp;Because we are constantly talking to and dealing with accountants and CPAs who are looking for new clients and more business, we can quickly find a buyer for any accounting and tax preparation business for sale. Additionally, our ever growing prospect list of over 40,000 CPA and accounting firms nationwide, gives us access to potential qualified buyers for your practice. Plus our ever growing client list of over 4500 firms gives us a unique advantage.

Accounting Broker Acquisition Group is the only national business brokerage of its type comprised 100% of brokers who are Ex-Big Four CPAs possessing significant prior merger and acquisition experience. We have successfully promoted and negotiated countless accounting practice M&amp;A transactions involving hundreds of millions of dollars in value for sole practitioners, small partnerships, and larger firms. The M&amp;A experience of our brokers is incomparable.
The Journal of Accountancy has published numerous articles&nbsp;written by the founder of our company, Harry L. Olson, CPA, including <a href="https://accountingbroker.com/wp-content/uploads/2016/06/Accounting-Broker-JOA-Feature-wLinks.pdf" style="color:#64cb71;" target="_blank" rel="nofollow">"Maximize Proceeds in Accounting Firms Sales"</a>. In this article, Mr. Olson exposes the major misconceptions and fatal errors you must avoid to achieve maximum value when you sell your CPA practice. Please note: This paragraph is not to be considered an endorsement by the Journal of Accountancy or the AICPA of these articles, our company (which is not a CPA firm) or any services offered. However, the JOA articles Mr. Olson has written have been highly influential on the industry with respect to CPA practice M&amp;A.

Todd and his team at Thrive Financial Group offers more than 27 years of experience emphasizing succession planning and business development within&nbsp;the accounting and tax industry.

The scope of Thrive's experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, and personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

PracticePlan is a specialized mergers and acquisitions consulting firm for CPAs, Accountants and RIAs/Financial Planners. We have advised hundreds of professionals for over 20 years, handling the nuances of small practice sales to the complexities of multi-million dollar practice transitions. We have handled approximately $100 million in transferred practice value over the years, spanning over 200 transactions. We have the expertise to help you through the lifecycle of firm ownership...Our process will prepare you to buy, manage value, and sell with a plan.

State Name: Accounting Practices for Sale in State Name, CPA Firms for Sale in State Name. Get the latest details of accounting practices for sale in State Name - ST.

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Discover this fantastic opportunity to acquire a reputable two-partner virtual bookkeeping and consulting business that is renowned for its individualized approach to client care. This firm serves a wide range of clients in the e-commerce, manufacturing, construction, and scientific industries. Client tenure is fantastic due to its focus on learning client-specific software. With the help of 9 seasoned, self-sufficient staff, the business runs smoothly and has potential for expansion. This firm offers a successful operation and an exceptional work-life balance, with the owners working less than 1,500 hours a year combined! No tax work is currently offered! Highlights: ●	Less than 1,500 owner hours! ●	Fully virtual firm and seasoned staff ●	No tax work!Ideal Buyer: The ideal buyer would be situated in the Southeastern United States to support the continuance of the in-person activities that the staff values. The buyer should have experience in leading a remote team and organization. For an established company looking to diversify its bookkeeping offerings or for a buyer wishing to enter the cloud-based services sector, this is an excellent opportunity.For more information please contact us using the message form below.

NC1006: The seller of this tax and accounting firm located south of Asheville in beautiful western North Carolina is approaching retirement and ready to hand over the firm to an experienced preparer. With a good mix of work and a loyal staff, the firm offers a nice cash flow to the owner. While the seller is available to assist with a smooth transition, the firm can also remain in the current location following a sale. Revenue breakdown includes: 23% Accounting and bookkeeping services 7% Payroll services 47% Income tax preparation services for individual clients 21% Income tax preparation services for businesses 2% Consulting services Asking: $210k

This is a full-service accounting and consulting firm that works with both small and medium-sized businesses around the country. Exceptional staff and clients! This is a highly professional CPA practice with excellent, tenured staff who operate in a collaborative, professional environment with minimal supervision. This firm provides a full range of accounting and tax services, including bookkeeping, tax planning, payroll and more. Only 2 staff and the owner go into a work space a few days a week and they rarely meet with clients in person.The seasoned staff are recognized for their innovative, out-of-the-box solutions, ensuring they meet each clients’ unique needs effectively. Additionally, the firm is located in a dynamic, fast-growing region and has experienced strong growth in recent years. The firm operates in a primarily paperless environment and the team has tech savvy professionals to provide high-level client service. This stellar staff and solid reputation will be an incredible asset to a buyer. 2024 projections are $1,300,000 cash and $1,600,000 accrual.Highlights: -Can easily move to 100% remote. -100% Paperless. -All staff has been with the firm over 4 years and are seasoned, Senior Staff with an EA and CPA on board -Cash flow to owner is over 50%! -43% is bookkeeping with the average fee almost $12,000 -Strong fees include business tax average of $1588 and personal tax $782 (38% of the business)Ideal Buyer: Buyer can be remote. Owner is a very charismatic and out of the box thinker. A buyer who is proactive and loves to think of creative solutions for clients will excel here. An ideal buyer will also have strong general business knowledge and experience managing a team of employees. The firm’s clients are familiar with a very high level of integrity and quality work; the new owner will have the capability and personality to continue to build on these existing and new relationships. The firm has a positive culture and strong employee engagement; the new owner will have the ability to delegate work while providing efficient and effective support to foster this team. The ideal buyer-type could be a very experienced CPA, an established firm, or group of CPAs (15+ years in public practice) with excellent management experience that can grow this firm to the next level.

This firm is priced to sell quickly. This is a perfect opportunity to acquire a firm with a loyal client-base and healthy services for a steal. The current owner is motivated to close before the coming tax season.This reputable firm is renowned for its hardworking, collaborative staff that constantly provides outstanding service. The firm has built a devoted clientele over many years, and it is well-known in the community for its dependability and dedication to going above and beyond for clients. This firm currently offers tax, payroll, and bookkeeping services, with a cash flow over 40%! The staff are devoted and enjoy a laid-back work environment, thanks to flexible scheduling that fits with their daily routines. This well-established firm offers a fantastic opportunity for those looking to step into a successful and respected business.The current clients expect annual fee increases and many clients upload documents through a portal system. Billing is done through fixed fees and there is very little AR!Highlights: -Cash flow to owner over 40% -Great reputation -Long-standing clienteleIdeal Buyer: The ideal buyer should have experience working for or owning a small firm. A personable and energetic approach will be helpful for smoothly transitioning clients and maintaining strong relationships. The right buyer should be hands-on, eager to meet with clients, and dedicated to finding the best solutions for their accounting and tax needs. While an EA or CPA designation is preferred, it’s not required. A local buyer would be the best fit.For more information please contact us using the message form below.

2024 projections are $800,000. This boutique CPA practice grows roughly 16% annually without formal marketing! This firm serves small businesses, individuals, and churches, and is well-known for its individualized client service. Higher than average fees for personal tax of $892 and business tax of $1,892. The practice is situated in upscale SW Charlotte, NC. The current owner only works 1,800 hours annually.The firm does a mix of bookkeeping, tax and payroll with a few reviews and tax audits. Their reputation for getting this work done is phenomenal which is reflected in the year over year growth. Referrals come from other professional services, CFPS, attorneys, and churches.Firm Highlights include: -Current year cash receipts are up 18%! -Higher than average fees for personal tax of $892 and business tax of $1,892 -Low owner hours at 1,800 -Located in affluent Southwest CharlotteIdeal Buyer: The ideal buyer will have the heart of a teacher, showing that they are prepared to pay attention and provide outstanding customer service. They should be located close to SW Charlotte or be open to moving. The buyer should have a solid foundation in tax and accounting and at least five years of experience in public accounting. Since the owner now spends 40 to 50 percent of their time interacting with clients, this position would benefit greatly from a personable candidate who pays close attention to detail. The current owner has done a good job of building a long-term and loyal staff. A new buyer would be wise to keep a family-first approach to managing employees.For more information please contact us using the message form below.

Compact cloud-based business for sale – an ideal complement to your current enterprise or a perfect launchpad for your independent firm! The practice delivers a remarkable 70% cash flow to the owner. Core services encompass bookkeeping, payroll, and tax services, all without the burden of audits or reviews. Billing is predominantly structured on a monthly fixed fee or upon project completion. With minimal owner hours, clocking in at less than 1,400, this business is both efficient and profitable. Tax returns yield an average of $1,300 per return. The current owner expresses satisfaction with the business’s existing state, making it a seamless addition to your established practice or an ideal foundation for starting your own firm!Highlights: -Cash flow to owner over 70% -Healthy fees -Ideal for starting your own business or growing an existing oneIdeal Buyer: The perfect purchaser should be dedicated to maintaining excellent client relationships and find fulfillment in interacting with clients. Competency in delivering high-quality service would be very beneficial for the buyer.For more information please contact us using the message form below.

OVERVIEW ABA Advisors represents this tax &amp; accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE Nearly half of the practice revenue is from monthly clients, providing consistent cash flow throughout the year. Additional revenue comes from tax preparation for individuals and businesses. The business is profitable that should net more than 50% to the Buyer that purchases the business.

This listing is for a quality CPA Firm in the Wilmington, NC has in excess of $2.5MM in billings, with Seller Discretionary Earnings in excess of $1.2MM, according to the seller’s historical 2023 information. This CPA Practice primarily offers Tax Preparation Services, with some Consulting &amp;amp;amp; Other Services (no Audit or Review) The Owner wishes to retire, but will stay on for a smooth, satisfactory transition.

*Purchase price pre-approved by lender*Are you looking for an incredible opportunity to own a thriving tax practice that truly understands the value of work-life balance? Cash flow to owner in this firm is consistently over 55% and owner hours are low at approximately 1,500 per year! The owner meets with clients remotely. The firm has purposefully remained small and selective in choosing its clients.This firm has grown solely through referrals and a new buyer could market for growth. Billing is done through fixed fees and subscription packages. Processes are standardized allowing for higher profits with less staff.This is a rare opportunity to acquire a highly reputable firm that places a premium on quality, client relationships, and employee well-being. If you are an experienced practitioner ready to take the reins of a firm with a proven track record, don’t miss out on this unique offering.Highlights: -Cash flow to owner over 55%! -Very loyal client base with over 50% who have been with the firm for over 13 years! -Owner hours are only 1,500 per year! -Optimized with Accounting Practice Academy™. -This firm is a graduate of our practice management program.Ideal Buyer: A local buyer is preferred. The ideal buyer for this exceptional firm will have experience in handling complex tax issues for individuals, real estate investors, estates, and trusts. A buyer with strong interpersonal skills and a genuine appreciation for staff and clients is a must. The ideal buyer will recognize the culture of this firm and do well to adopt a commitment to maintaining the firm’s ethos of low-stress operations and a balanced personal and professional life.For more information please visit: https://poegroupadvisors.com/practice/nc2085/

For over 25 years, this reputable CPA firm has built an exceptional track record within the local community. Its remarkable success is attributed to a loyal customer base and strong endorsements from key community influencers, including legal professionals. Impressively, the firm experienced a substantial 22% revenue surge from 2021 to 2022, with annual fee increases ranging from 5% to 10%. All clients have an engagement letter. There’s no audit work involved and the office is 100% paperless, making it a high-quality and streamlined operation.NC2083 boasts a dedicated team of more than 10 full-time professionals! This office operates seamlessly thanks to their expert teamwork, collaboration, and individual initiative. While most team members work from the office on a full-time basis, they possess the flexibility to work remotely when necessary. This firm is fully staffed and there is excess capacity for additional work!This thriving CPA firm’s revenue breakdown is as follows: 37% from bookkeeping and payroll services, 36% from personal tax services, and 18% from business tax services. The current owner enjoys a flexible schedule, working only three days a week, as the capable staff handles most client interactions, with the owner primarily focusing on review. The cash flow to the owner remains strong, making it an excellent opportunity for a prospective buyer looking to step into a well-established and profitable venture. Don’t miss your chance to own a piece of this thriving financial services business in a wonderful community!Highlights: -Full staffed with capacity -Owner cashflow is high and rising annually -Great satellite location opportunity -Great owner time offIdeal Buyer: The perfect candidate for acquisition would be a company aiming to broaden its presence in this market. Specifically, a CPA firm already providing advisory and CFO services could seamlessly integrate this established client portfolio. The advantageous buyer would have the flexibility to oversee operations remotely, making occasional visits to the office. Leveraging their existing infrastructure and systems, the buyer could tap into economies of scale, potentially boosting cash flow by maximizing their current resources. This strategic move offers the opportunity to enhance efficiency and profitability within the firm.For more information please visit: https://poegroupadvisors.com/practice/nc2083/

Practice established in early 90's. Well established clientele with an experienced staff using Intuit software pkg. Attractive professional offices serving the Morehead City, New Bern, and Jacksonville areas. Great opportunity to reside near the NC Coast!! Substantial tax with expanded accounting services. Sales Price: $900,000Contact Leon Faris, CPA using the form below for additional details. Selling practices in the Carolinas for over 40 years! Another EXCLUSIVE opportunity provided by PROFESSIONAL ACCOUNTING SALES.

Well established 40 year CPA firm located in the Raleigh area with easy access to I-40. Full service accounting firm with great reputation. Attractive professional offices. Revenues have remained stable. Very experienced staff.Sales Price: NegotiablePlease contact Leon Faris, CPA using the form below for additional details or to arrange a meeting with the seller. An EXCLUSIVE opportunity provided by PROFESSIONAL ACCOUNTING SALES. Selling practices in the Carolinas for over 40 years!

OVERVIEW - ABA Advisors represents this paperless CPA tax practice located in the Charlotte Metro / Union County, NC area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. (JB) THE PRACTICE - The practice has primarily individual tax clients, with some business returns / clients and bookkeeping clients. Average fees are solid for a practice of this size and should net more than 80% to the Buyer that purchases the business. This paperless practice has a physical office but services the client base electronically via an ATX portal and Zoom meetings, and therefore could be relocated, especially in the Charlotte, NC metropolitan area. Business ID: NC-1973

NC1005: The seller of this CPA firm in the northwest part of Charlotte is approaching retirement. Firm offers a nice mix of revenues and a good cash flow to the owner. Seller is seeking a CPA buyer and would like the new owner to continue leasing the current office space for a period of time. Firm revenues are as follows: 53% Accounting and payroll services 26% Income tax preparation services for individuals 9% Income tax preparation services for business clients 9% Audit (1) and Review (1) 3% Miscellaneous services Asking $100k

Charlotte CPA Practice - Practice Service Mix: 19% Individual Tax, 22% Business Tax, 39% Accounting/Bookkeeping, 11% Audit/Consulting and 9% Other Services.

Southwest Greensboro Area CPA Practice - Practice Service Mix: 33% Individual Tax, 39% Business Tax, 20% Accounting/Bookkeeping, 6% Audit/Consulting and 2% Other Services.

North Greensboro Area CPA Practice - Practice Service Mix: 29% Individual Tax, 49% Business Tax, 15% Financial Statements and 7% Payroll.

NC1002: The sellers of this Charlotte client list are seeking a CPA buyer and are selling a portion of their revenues to focus on other business interests. Offering a nice fee structure, sellers are also willing to assist with a smooth transition. Revenues are as follows: •	75% Income tax preparation services for individuals •	21% Income tax preparation services for business clients •	2% Income tax preparation services for other clients •	2% Payroll services Asking $69k

NC1001: The seller of this Raleigh Area client base is selling to pursue other business interests. The focus of the services has been on recurring tax planning and consulting. The fee structure is very strong. There is no office location, so you are free to roll this into your existing space or lease space nearby to establish a store front location! Revenues are as follows: 14% Monthly accounting, bookkeeping and payroll services 28% Income tax preparation services for individual clients 28% Income tax preparation services for business clients 30% Tax planning &amp;amp;amp;amp; consulting engagements (monthly fixed fees) Asking $137k

This is a high-demand essential business for sale! Established client-base and owner willing to discuss a transition plan. Lots of opportunity for growth for a new buyer!

Well established CPA practice.  Experienced staff.  Services manufacturing, contractors, truckers, rental properties, medical, and real estate sales.  Uses Creative Solutions, QuickBooks, Sage, Citrix, Office 365 and Adobe software.  Contact us at 800-729-9031 or email us at pas@cpasales.com for additional details. Selling practices in the Carolinas for over 35 years! Another EXCLUSIVE opportunity provided by PROFESSIONAL ACCOUNTING SALES.

CPA firm established in mid 1990's with small staff and low overhead and much above average net.  Strong growth potential in this very professional  suburban community south of Raleigh. Clientele consists of many high income individual tax clients with great fee structure. Uses Lacerte software.  Very strong tax fees generated from Jan to Oct. Please contact Leon Faris, CPA at 800-729-9031 for additional details or to arrange a meeting with the seller. An EXCLUSIVE opportunity provided by PROFESSIONAL ACCOUNTING SALES. Selling practices in the Carolinas for over 35 years!

Practice established in 2014.  Uses Drake software.  Heavy tax.  Low overhead and great net.  Services small businesses and individuals.  Attractive office space in business office complex.  For additional information please contact Leon Faris, CPA at 704-748-0424.

$150,000 cash at closing.

This Tax Preparation company was established in 2006 and have grown with a solid clientele . With over 700 Tax returns prepared per year ,consisted of Individual and Corporations , this company is increasing its Revenue year after year. We also Provide Consulting, helping clients with the process of incorporating their business, and we provide Bookkeeping services to over 15 Small Business. Located at a Professional Business Center , the office has High Visibility attracting many new clients every year. I am a Minister and the only reason I'm selling is because next year I will be in Full Time Ministry. I Will help new owner transitioning. If needed the one experienced employee will stay. email for more info Rob

REF	STATE	LOCATION	ANNUAL GROSS $	STATUS	PRIVATE SALE / BROKER

5001	NC	Virtual Firm	$1,100,000	new	Poe Group Advisors
4980	NC	West North Carolina	$205,000	available	Accounting Biz Brokers
4965	NC	Raleigh	$1,300,000	available	Poe Group Advisors
4918	NC	Fayetteville	$534,466	sale pending	Poe Group Advisors
4917	NC	Charlotte	$800,000	available	Poe Group Advisors
4916	NC	Chapel Hill	$113,368	sold	Poe Group Advisors
4903	NC	North Carolina Outer Banks	$425,000	available	ABA Advisors, LLC
4791	NC	Wilmington	$2,500,000	sold	Broker (Undisclosed)
4714	NC	North Carolina	$200,000	available	Poe Group Advisors
4708	NC	North Carolina	$1,600,000	sold	Poe Group Advisors
4545	NC	NC Coastal area	$800,000	available	Professional Accounting Sales
4544	NC	Raleigh, NC	$1,500,000	sold	Professional Accounting Sales
4179	NC	Charlotte, NC Metro area	$200,000	sold	ABA Advisors, LLC
4019	NC	NW Charlotte Area	$110,000	sold	Accounting Biz Brokers
3989	NC	Charlotte	$2,320,000	expired	PracticePlan Advisors
3986	NC	Southwest Greensboro	$982,000	expired	PracticePlan Advisors
3981	NC	North Greensboro	$720,000	expired	PracticePlan Advisors
3831	NC	Charlotte	$60,000	sold	Accounting Biz Brokers
3708	NC	Raleigh Area	$110,000	sold	Accounting Biz Brokers
3474	NC	Asheville	$90,000	expired	Van Daughtry Consulting, LLC
2465	NC	Hickory area	$185,000	sold	Professional Accounting Sales
2238	NC	Raleigh-Cary area	$325,000	sold	Professional Accounting Sales
1806	NC	Greensboro, NC area	$135,000	sold	Professional Accounting Sales
0912	NC	Charlotte	$170,000	sold	Private Sale

NORTH CAROLINA : Accounting Practices for Sale in NORTH CAROLINA | CPA Firms for Sale in NORTH CAROLINA

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