NORTH CAROLINA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4071NCNorth Carolina$989,355newPoe Group Advisors

This firm is very well known within the community for its stellar service to its clients. Because of this reputation within the community there is very little client turnover and the majority of new business comes from referrals from financial planner, attorneys, and existing clients. It currently offers a variety of services with the majority revenue coming from tax and tax planning, but has recently added business valuation. The seasoned staff work very well together and are extremely collaborative. This is a great firm to grow an existing firm or start your own.
- Great software and systems in place
- Outstanding reputation within the community
- Longstanding staff and clients
Ideal Buyer:
The ideal buyer would be heavily involved in the community and have at least 10 years of public accounting experience with a focus on tax and tax planning. The buyer should be able to manage a small, but highly capable staff. It will be important to continue to demonstrate the commitment to clients that this firm has already established. The ideal buyer should have the capacity to replace 3 partners in this firm.

For more details please contact the advertiser about this listing:

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