|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4210||NC||Raleigh-Durham||$665,830||available||Poe Group Advisors|
This high-quality firm currently employs 3 highly intelligent and seasoned CPAs. This is an amazing staff who are incredibly smart and self-sufficient. The owner currently works remote and owner hours are approximately 20 hours per year! There are very good fees in place with long standing clients. This firm can be run remote or locally from the Durham office. A local buyer could focus on marketing and growth to rapidly expand the clients. This is an opportunity not to be missed! The highlight of this firm is the high-quality staff. They are extremely capable and could easily handle high level work for any firm. This is the staff you have been looking for and have found difficult to find. The staff are independent and a new buyer could focus on additional growth and adding new services for current clients. The three staff have been with the firm for over 20 years and enjoy great client relationships.
-Extremely low owner hours at approx. 20 per year
-3 CPAs with expertise tax knowledge
-Can be run remotely or locally!
Buyer must be forward-thinking, open-minded, and enthusiastic. The ideal buyer for this CPA firm for sale will have a high commitment to client relationships and should have broad public accounting experience. The practice provides high-level service to high quality clients. Management of a good staff with a casual atmosphere is important. An entrepreneurial accountant could really grow this firm and has unlimited possibilities.
The practice provides high-level service to high quality clients. A buyer with a focus on leadership and business development will quickly soar in developing this firm. The Ideal Buyer will be business savvy with rooted experience and entrepreneurial drive.
A firm that needs high level tax capacity could also free up these experience CPA’s by reassigning less complex work to more junior staff.