|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3402||NC||Charlotte/Greensboro||$1,100,000||expired||Poe Group Advisors|
This is a well-established CPA firm with a loyal and long-term client base. Partners are very hands-on and this creates high-quality work. Over 65% of the revenue comes from high quality and high fee tax preparation and tax planning. Outstanding long-term staff in place. They are well liked by clients. Their work quality is very high and they provide exceptional service. The firm enjoys a reputation for being innovative, responsive, and for providing great service. About 25% of clients meet at the office.
Buyer should have quality public accounting experience and a great personality to help service this diverse client base. A commitment to great customer service will be important as these clients are accustomed to a friendly, personal touch. This firm creates an opportunity for an existing firm in Charlotte, Greensboro, Winston Salem and Lake Norman area to grow their footprint with a great staff and quality clients.