|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3945||NC||North Carolina||$941,993||available||Poe Group Advisors|
This is a well-established CPA firm that provides Bookkeeping, Personal and Corporate tax advice, with some Payroll and Tax Advisory services. The staff is very capable and have built lasting relationships with clients, which has allowed the business to grow by word of mouth and referrals. There is no audit work currently being done.
Loyal client base
Steady profit outside of tax season
New computers and systems
The buyer should be outgoing and demonstrate integrity in the quality of their work. They must be able to communicate effectively with clients to maintain the established relationships. It is important to have a management background to lead the committed staff. CPA is required and good tax experience would be helpful.