4501NCOuter Banks$768,053soldPoe Group Advisors

Held in a high regard, this firm has a stellar reputation within the community for quality work and dedication to clients. Clients are loyal, with the majority having been with the firm for over 10 years. Existing clients consistently bring in referrals. This firm is fully staffed for the clients it currently serves. Staff are highly trained, work well independently, and are always open to learning new skills. Mix of services includes mainly personal and business tax with some payroll and bookkeeping.

Opportunities in this firm include encouraging more clients to use the existing client portal to create a paperless office. The majority of clients are currently paperless. Owners and some staff have remote work capabilities. Some clients do meet in the office. There is an exponential growth opportunity within this firm and the surrounding community.


-Clients rave about the service they receive
-Solid foundation built for growth
-Existing Client Portal
-Priced below a 1x annual gross

Ideal Buyer:
The ideal buyer would have experience in public accounting either as a sole proprietor, employee or partner that wants to expand their existing firm or step into a firm with solid growth potential. Ideally this person wants to work in the practice and maintain the current office location via lease or purchase of the building. One partner is willing to stay on as an employee. A buyer who is willing to establish a personal presence within this community could take advantage of the growth potential in this area and grow the firm tremendously. Experience in construction and HOA clients would be beneficial. CPA required.