4714NCNorth Carolina$219,586newPoe Group Advisors

*Purchase price pre-approved by lender*

Are you looking for an incredible opportunity to own a thriving tax practice that truly understands the value of work-life balance? Cash flow to owner in this firm is consistently over 55% and owner hours are low at approximately 1,500 per year! The firm has purposefully remained small and selective in choosing its clients.

This firm has grown solely through referrals and a new buyer could market for growth. Billing is done through fixed fees and subscription packages. Processes are standardized allowing for higher profits with less staff.

This is a rare opportunity to acquire a highly reputable firm that places a premium on quality, client relationships, and employee well-being. If you are an experienced practitioner ready to take the reins of a firm with a proven track record, don’t miss out on this unique offering.


-Cash flow to owner over 55%!
-Very loyal client base with over 50% who have been with the firm for over 13 years!
-Owner hours are only 1,500 per year!
-Optimized with Accounting Practice Academy™. This firm is a graduate of our practice management program.

Ideal Buyer:
The ideal buyer for this exceptional firm will have experience in handling complex tax issues for individuals, real estate investors, estates, and trusts. A buyer with strong interpersonal skills and a genuine appreciation for staff and clients is a must. The ideal buyer will recognize the culture of this firm and do well to adopt a commitment to maintaining the firm’s ethos of low-stress operations and a balanced personal and professional life.

For more details please contact the advertiser about this listing:

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