3704NCNorth Carolina$1,787,705expiredPoe Group Advisors

This is a full-service CPA firm in a wonderful community. They provide quality, personalized financial guidance to local individuals and businesses. Expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements. This is a well-established firm with strong revenue. The firm has a book of business dating back several decades with some clients remaining for more than 40 years. This firm has a great reputation. This practice is known for providing great care to their clients and keeping their staff happy.
This office has a warm workplace culture with lots of personality. The staff works well together, they have a family like atmosphere. Most of the staff has been with the firm for many years.
Ideal Buyer
The buyer for this firm needs to be a CPA with very good public accounting and management experience. They will want to be focused on great client service and be committed to the exceptional staff. Someone who has excess capacity would be helpful to manage the current workload. A young, energetic owner could take this high-quality practice to the next level and be a part of this wonderful community.