4708NCNorth Carolina$1,600,000newPoe Group Advisors

For over 25 years, this reputable CPA firm has built an exceptional track record within the local community. Its remarkable success is attributed to a loyal customer base and strong endorsements from key community influencers, including legal professionals. Impressively, the firm experienced a substantial 22% revenue surge from 2021 to 2022, with annual fee increases ranging from 5% to 10%. All clients have an engagement letter. There’s no audit work involved and the office is 100% paperless, making it a high-quality and streamlined operation.

NC2083 boasts a dedicated team of more than 10 full-time professionals! This office operates seamlessly thanks to their expert teamwork, collaboration, and individual initiative. While most team members work from the office on a full-time basis, they possess the flexibility to work remotely when necessary. This firm is fully staffed and there is excess capacity for additional work!

This thriving CPA firm’s revenue breakdown is as follows: 37% from bookkeeping and payroll services, 36% from personal tax services, and 18% from business tax services. The current owner enjoys a flexible schedule, working only three days a week, as the capable staff handles most client interactions, with the owner primarily focusing on review. The cash flow to the owner remains strong, making it an excellent opportunity for a prospective buyer looking to step into a well-established and profitable venture. Don’t miss your chance to own a piece of this thriving financial services business in a wonderful community!


-Full staffed with capacity
-Owner cashflow is high and rising annually
-Great satellite location opportunity
-Great owner time off

Ideal Buyer:
The perfect candidate for acquisition would be a company aiming to broaden its presence in this market. Specifically, a CPA firm already providing advisory and CFO services could seamlessly integrate this established client portfolio. The advantageous buyer would have the flexibility to oversee operations remotely, making occasional visits to the office. Leveraging their existing infrastructure and systems, the buyer could tap into economies of scale, potentially boosting cash flow by maximizing their current resources. This strategic move offers the opportunity to enhance efficiency and profitability within the firm.

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