4709NCNorth Carolina$1,675,060newPoe Group Advisors

This is a well-established CPA practice for sale located in the suburbs of Charlotte in a desirable, fast-growing area. The practice has excellent and very experienced staff. They are a cohesive, trained team of professionals.

The economic growth in the area is strong and well-positioned for future growth, so a buyer who wants to aggressively grow the firm could likely do so. The current owners have mostly developed new business through word-of-mouth. Many clients have been with the firm for a very long time. They are in a variety of different industries and professions. Clients range in size from the very small up to $ 50M in annual revenue.

The more senior CPAs on staff can review returns that are currently being reviewed by the partners, so increased delegation could be achieved. This firm has recently switched to cloud-based software for tax preparation and has also implemented a new cloud-based client portal.


-Traditional firm with a cloud portal
-15+ employees
-Seller eager to exit, priced below a 1X multiple

Ideal buyer:
A group of 2 or more CPAs with 10+ years of public practice experience would be able to thrive in this practice if they have the right client-service approach. The clients of this firm like the personalized service and laid-back culture of this practice. There aren’t too many unusual technical requirements of this firm. An owner with good tax, financial statement review, and QuickBooks experience could handle the technical demands.

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