|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4070||NC||North Carolina||$2,000,000||available||Poe Group Advisors|
Exceptional, talented Staff! This is a one owner cloud firm for sale that is based in Charlotte, North Carolina. This firm has seen double digit growth over the past 5 years due mostly to client referrals.
-100% Cloud Based
-Average revenue growth is 40%, driven by referrals
-Excellent firm culture
-Ability to attract exceptional staff in order to grow
What’s perhaps more impressive about this firm’s growth is that due to the trusting firm culture and flexibility offered, they have also been able to growth their team with amazing, high-quality, professional talent. The team works with a significant degree of autonomy. Since this is a virtual tax and accounting firm for sale, staff are able to work remotely to provide professional, tailored care to their clients. Most are on subscriptions and are automatically billed.
This is a technologically progressive firm that makes full use of software and hardware resources and has a heavy tax focus. The Seller projects growth to continue on its recent trajectory and is able to be selective about clients accepted.
The ideal buyer would be a CPA or CPA firm with experience managing remote team members well. The buyer will need to be comfortable providing the current level of flexibility to the team in order to continue growing it. (The last few new hires came from referrals from staff.) There are great opportunities for growth, so someone with an entrepreneurial spirit and a desire to grow will go far with this firm. The ideal buyer will have good interpersonal skills and demonstrate integrity in their work. Buyer should have the capacity to replace owner’s hours.