|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4072||NC||North Carolina||$425,000||sold||Poe Group Advisors|
This is a well-respected firm with a very capable staff who are all cross trained. The staff are known and loved for their responsiveness and quality of work they provide their clients. Most of the revenue comes from tax services with very excellent fees in place. The clients come from high end backgrounds including academia, tech, and bio-tech. All file work is handled by the staff while client contact is handled by the owner. Owner and staff hours are very reasonable during and out of tax season.
- Excellent tax fees in place
- Cash flow to owner ~50%
- High-end clientele
The ideal buyer would do very well in this firm with experience in Big 4 high quality public accounting. Demonstrating integrity in their work and strong interpersonal skills will be crucial to maintain the current client and staff relationships. This is a great firm for to establish your presence or grow an existing firm in this fast-growing town.