NORTH CAROLINA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4209NCRaleigh-Durham$982,779availablePoe Group Advisors

This established two-partner firm has an exceptional reputation within the community for its integrity, dependability, and responsiveness. The owner cashflow is incredibly strong. The firm has consistently grown despite not accepting new clients. Revenue projection for 2022 is $1,000,000 (Last 12 month gross is $982,779). Provided services include a mix of 39% corporate tax, 46% personal tax, payroll (after the fact quarterly reports only), bookkeeping, and 1099 preparation. This Raleigh area Wake County firm is an incredible opportunity for a hardworking, entrepreneurial buyer.
The firm does no reviews, compilations, audits, or other attest work.
The client portfolio consists of a number of high-net-worth clients in a broad range of industries. Reputation and referrals built the practice. Year round there are 2 full time and 3 part time employees. During tax season there are 7 full time employees. The building is ground level within walking distance to many attractions and restaurants.
Highlights:
Highly profitable with excellent cash flows
Consistent growth despite efforts to curtail growth
High client retention rate
Most clients have been with the company for 10 + years
Ideal Buyer
The ideal buyer will be a CPA or tax professional with a minimum of 7-10 years of tax experience and the capacity to manage a high volume tax practice. Integrity and strong work ethic will be key attributes to sustain the growth of this firm. Several growth opportunities exist for an incoming buyer with their current client base. This is an excellent opportunity for several buyer scenarios in a high growth, desirable market.

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