|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3782||NC||Boone||$482,135||available||Poe Group Advisors|
This is a well-established CPA firm with an exceptional reputation located in Boone, North Carolina. This highly-referred practice provides individual and business tax services, as well as payroll and bookkeeping. There is no audit or review work currently being done.
The firm has loyal clients and enjoys an excellent reputation in the community. Many client relationships have been in place for more than a decade. There is a quality mix of successful business owners from a broad range of industries.
The staff is reliable, highly proficient, and empowered to operate autonomously. They are loyal and dedicated, with a great work ethic that is committed to client service and accuracy. Payroll workload has been streamlined by staff to utilize Cloud-based technology and processes that require little owner supervision. The firm has outstanding Google reviews and is regularly referred by existing clients.
Streamlined cloud-based payroll systems are managed by staff in a way that requires very little owner supervision. This department could be expanded upon and serve as a lead generator.
An entrepreneurial buyer could continue growing this firm through existing referrals from this exceptional client base. Additional opportunities for growth would be created by a buyer that is willing to deepen relationships with the successful business owner clients currently served by the practice.
Someone with good interpersonal skills and who will genuinely appreciate the staff and clients will be able to continue the growth of this firm. A buyer that enjoys variety in their work will do well here. The business allows for multiple revenue streams, so your office can continue to have an income, even when it’s not tax time.
The services provided are in high demand and will give the buyer an opportunity to capitalize on the growth trend that the seller has established.