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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.

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.

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This CPA firm has a strong community presence within Wake County. They are known for their quality of work and dedication to their clients. Over 50% of the clients have been with the firm for over 15 years and they are sophisticated and entrepreneurial. The current staff are independent and do not need to be micromanaged. There are good work-flows in place. Owner hours are low at approx. 2,000 a year! Billing is a mix of value and time and the majority of clients pay promptly with very little bad debt. This firm is located right off the interstate and is within walking distance to plenty of restaurants and shops. Currently all business is brought in through referrals. A new buyer has the opportunity to increase marketing and add a website! Practice highlights: - 50% of clients have been with the firm for more than 15 years - Low owner hours at approx. 2,000 per year - Independent and competent staff with good workflows in place Ideal Buyer: The ideal buyer would have a strong tax and consulting background. The buyer should have experience managing a team and enjoy running a business and helping clients. The clients of this firm are sophisticated business owners who love the promptness and high ethical standards of this firm. With the independent staff already in place, the right buyer would take advantage of growing the client base within the untapped market in Wake County.

This listing is for a quality CPA Firm in a Suburb of Charlotte, NC which has in excess of $1MM in billings, according to the seller’s historical 2021 information. This CPA Practice primarily offers Tax Preparation Services &amp; Write-Up/ Compilation Services, with some Consulting Services. The Owner wishes to retire, but will stay on for a smooth, satisfactory transition.

This high-quality firm currently employs 3 highly intelligent 3 CPAs and has an amazing staff who are incredibly smart and self-sufficient. The owner currently works remote and owner hours are approximately 20 hours per year! There are very good fees in place with long standing clients. This firm can be run remote or locally from the Durham office. A local buyer could focus on marketing and growth to rapidly expand the clients. This is an opportunity not to be missed! The highlight of this firm is the high-quality staff. They are extremely capable and could easily handle high level work for any firm. This is the staff you have been looking for and have found difficult to find. The staff are independent and a new buyer could focus on additional growth and adding new services for current clients. The three staff have been with the firm for over 20 years and enjoy great client relationships. With little additional marketing, the firm could easily grow and the staff have additional capacity. Extremely low owner hours at approx. 20 per year 3 CPAs with expertise tax knowledge Can be run remotely or locally! Ideal Buyer: Buyer must be forward-thinking, open-minded, and enthusiastic. The ideal buyer for this CPA firm for sale will have a high commitment to client relationships and should have broad public accounting experience. The practice provides high-level service to high quality clients. Management of a good staff with a casual atmosphere is important. An entrepreneurial accountant could really grow this firm and has unlimited possibilities. The practice provides high-level service to high quality clients. A buyer with a focus on leadership and business development will quickly soar in developing this firm. The Ideal Buyer will be business savvy with rooted experience and entrepreneurial drive.

This established two-partner firm has an exceptional reputation within the community for its integrity, dependability, and responsiveness. The owner cashflow is incredibly strong. The firm has consistently grown despite not accepting new clients. Revenue projection for 2022 is $1,000,000 (Last 12 month gross is $982,779). Provided services include a mix of 39% corporate tax, 46% personal tax, payroll (after the fact quarterly reports only), bookkeeping, and 1099 preparation. This Raleigh area Wake County firm is an incredible opportunity for a hardworking, entrepreneurial buyer. The firm does no reviews, compilations, audits, or other attest work. The client portfolio consists of a number of high-net-worth clients in a broad range of industries. Reputation and referrals built the practice. Year round there are 2 full time and 3 part time employees. During tax season there are 7 full time employees. The building is ground level within walking distance to many attractions and restaurants. Highlights: Highly profitable with excellent cash flows Consistent growth despite efforts to curtail growth High client retention rate Most clients have been with the company for 10 + years Ideal Buyer The ideal buyer will be a CPA or tax professional with a minimum of 7-10 years of tax experience and the capacity to manage a high volume tax practice. Integrity and strong work ethic will be key attributes to sustain the growth of this firm. Several growth opportunities exist for an incoming buyer with their current client base. This is an excellent opportunity for several buyer scenarios in a high growth, desirable market.

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

Charlotte area, North Carolina Supplied by New Clients, Inc.Total Gross Income: $975,000Net Profit: $476,000Purchase Price: $1,200,000 – Financing available to qualified applicants. Various programs available. Call for details.Year Established: 1998Accounting, bookkeeping, Compilations: Monthly Clients: 55	Average Fee: $703	Total: $464,000 Quarterly Clients: 1	Average Fee: $500	Total: $ 2,000 Income Tax: Individuals: 440	Average Fee: $ 455	Total: $200,000 Businesses: 189	Average Fee: $1,043	Total: $198,000 Other: 20	Average Fee: $ 580	Total: $ 12,000 Financial Reviews: 6	Average Fee: $8,833 	Total: $ 53,000 Compilations: 5	Average Fee: $1,799	Total: $ 9,000 Other Services QB Consult, PPP, ERC, General Consult	Total:$20,000 ASP Hosting, Prop Tax, gift tax, projections	Total: $ 17,000 Full-time Employees: 6Part-time Employees: 2Computer Software: QBO, Thomson Reuters Suites, Microsoft Office SuiteDescription of Clientele: Our growth has been focused on virtual bookkeeping and have added approximately $150,000 of recurring monthly billings in 2022.Description of Area: Rapidly growing region = expected growth rate of 45% in next 10 years. Region is ranked 9th nationally for new jobs, lots of local sports, culturally diverse, reasonable cost of living.Seller is requesting the following additional information from buyer which can be downloaded from our website, newclientsinc.com: Confidentiality Agreement Financial Statement Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice.&amp;nbsp;

This is a well-established CPA practice for sale located North of Charlotte in a desirable, fast-growing area. The practice has excellent and very experienced staff. They are a cohesive, trained team of professionals. The economic growth in the area is strong and well-positioned for future growth, so a buyer who wanted to aggressively grow the firm could likely do so. The current owners have mostly developed new business through word-of-mouth. Many clients have been with the firm for a very long time. They are in a variety of different industries and professions. Clients range in size from the very small up to $ 50M in annual revenue. There are no audits, and the practice has excellent cash flow to owner. Ideal buyer A group of 2 or more CPAs with 10+ years of public practice experience would be able to thrive in this practice if they have the right client-service approach. The clients of this firm like the personalized service and laid-back culture of this practice. There aren’t too many unusual technical requirements of this firm. An owner with good tax, financial statement review, and QuickBooks experience could handle the technical demands.

This firm is very well known within the community for its stellar service to its clients. Because of this reputation within the community there is very little client turnover and the majority of new business comes from referrals from financial planner, attorneys, and existing clients. It currently offers a variety of services with the majority revenue coming from tax and tax planning, but has recently added business valuation. The seasoned staff work very well together and are extremely collaborative. This is a great firm to grow an existing firm or start your own. - Great software and systems in place - Outstanding reputation within the community - Longstanding staff and clients Ideal Buyer: The ideal buyer would be heavily involved in the community and have at least 10 years of public accounting experience with a focus on tax and tax planning. The buyer should be able to manage a small, but highly capable staff. It will be important to continue to demonstrate the commitment to clients that this firm has already established. The ideal buyer should have the capacity to replace 3 partners in this firm.

This is a cloud firm based in North Carolina. This firm has seen exceptional steady growth over the past 5 years due mostly to client referrals. Since this is a cloud-based firm, they have been able to provide tailored care to its clients based on their needs. The staff are not all based in the same city, but are still able to provide professional care to all of their clients. Most clients are on subscriptions and are automatically billed. This is a technologically progressive firm that makes full use of software and hardware resources. - 100% Cloud Based - Average revenue growth is 40% - Exceptional Staff Ideal Buyer: The ideal buyer would have experience in running a cloud firm. There are great opportunities for growth, so someone with an entrepreneurial spirit and a desire to succeed will go far with this firm. The ideal buyer will have good interpersonal skills and demonstrate integrity in their work. Buyer should have the capacity to replace owner’s hours.

NC1004: This Greensboro Area CPA is ready to sell and retire. The firm offers a nice mix of services, has a large number of business clients and a great cash flow to the owner! The business is well known and well established in the area. The seller owns the office building, and it is available for lease or for sale to the buyer of the business. Firm revenues are as follows: 22% Accounting, bookkeeping and payroll services 55% Income tax preparation services for individual clients 23% Income tax preparation services for business and other clients Asking $235k

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.

Raleigh CPA Practice - Practice Service Mix: 30% Individual Tax, 39% Business Tax, 30% Accounting/Bookkeeping and 1% 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.

Wilmington Area CPA Practice - Practice Service Mix: 32% Individual Tax, 32% Business Tax, 18% Accounting/Bookkeeping, 3% Audit/Consulting and 15% Comp/Review/Other Services.

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

NC1003: The seller of this Cary CPA firm is approaching retirement. The practice offers a loyal clientele, a nice fee structure, great cash flow and a good location. Seller is willing to assist with a smooth transition. Revenues are as follows: •	16% Accounting, bookkeeping and payroll services •	36% Income tax preparation services for individual clients •	30% Income tax preparation services for business and other clients •	3% Tax planning •	15% 1099s, personal property returns, tax and accounting consulting services Asking $139k

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

Well established accounting practice located in Western NC with easy access to I-40. CPA firm with monthly accounting client base and related tax. Attractive professional offices. Low overhead with above average net. Sales and profits have increased with potential growth. Uses UltraTax, QuickBooks and CCH software. Sales Price: $699,000Contact us at 800-729-9031 or email us at pas@cpasales.com for additional details. Selling practices in the Carolinas for over 38 years! Another EXCLUSIVE opportunity provided by PROFESSIONAL ACCOUNTING SALES.

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

ABA Advisors represents this Tax/Bookkeeping/Payroll Practice located in the Wilmington, NC area. This practice has shown steady revenue growth the past several years. The seller is willing to provide transitional assistance to the buyer. THE FIRM The practice has approximately 260 total clients. Revenue is broken down as follows: 33% Accounting and Bookkeeping, 36% Individual tax returns, 16% Business tax returns, and 15% Payroll. &nbsp;Send an email if you have questions to buyers@acctsales.com.

REF	STATE	LOCATION	ANNUAL GROSS $	STATUS	PRIVATE SALE / BROKER

4329	NC	WEST RALEIGH	$310,455	available	Poe Group Advisors
4225	NC	Suburb of Charlotte	$1,000,000	available	Broker (Undisclosed)
4210	NC	Raleigh-Durham	$665,830	available	Poe Group Advisors
4209	NC	Raleigh-Durham	$1,050,000	available	Poe Group Advisors
4179	NC	Charlotte, NC Metro area	$200,000	sold	ABA Advisors, LLC
4142	NC	Charlotte area	$975,000	available	New Clients Inc.
4073	NC	Charlotte	$1,635,705	available	Poe Group Advisors
4071	NC	North Carolina	$989,355	available	Poe Group Advisors
4070	NC	North Carolina	$2,000,000	available	Poe Group Advisors
4022	NC	Greensboro Area	$225,000	available	Accounting Biz Brokers
4019	NC	NW Charlotte Area	$110,000	sold	Accounting Biz Brokers
3989	NC	Charlotte	$2,320,000	available	PracticePlan Advisors
3988	NC	Raleigh	$315,000	expired	PracticePlan Advisors
3986	NC	Southwest Greensboro	$982,000	available	PracticePlan Advisors
3983	NC	Wilmington	$552,000	available	PracticePlan Advisors
3981	NC	North Greensboro	$720,000	available	PracticePlan Advisors
3863	NC	Cary	$125,000	available	Accounting Biz Brokers
3831	NC	Charlotte	$60,000	sold	Accounting Biz Brokers
3708	NC	Raleigh Area	$110,000	sold	Accounting Biz Brokers
3577	NC	Lenoir-Hickory area	$650,000	available	Professional Accounting Sales
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
0577	NC	Wilmington, NC area	$110,000	sold	ABA Advisors, LLC

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

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