|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|2928||NC||Charlotte-NC2051||$1,675,000||expired||Poe Group Advisors|
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 arenâ€™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.