NORTH CAROLINA

This firm is priced to sell quickly. This is a perfect opportunity to acquire a firm with a loyal client-base and healthy services for a steal. The current owner is motivated to close before the coming tax season.

This reputable firm is renowned for its hardworking, collaborative staff that constantly provides outstanding service. The firm has built a devoted clientele over many years, and it is well-known in the community for its dependability and dedication to going above and beyond for clients. This firm currently offers tax, payroll, and bookkeeping services, with a cash flow over 40%! The staff are devoted and enjoy a laid-back work environment, thanks to flexible scheduling that fits with their daily routines. This well-established firm offers a fantastic opportunity for those looking to step into a successful and respected business.

The current clients expect annual fee increases and many clients upload documents through a portal system. Billing is done through fixed fees and there is very little AR!

Highlights:
-Cash flow to owner over 40%
-Great reputation
-Long-standing clientele

Ideal Buyer:
The ideal buyer should have experience working for or owning a small firm. A personable and energetic approach will be helpful for smoothly transitioning clients and maintaining strong relationships. The right buyer should be hands-on, eager to meet with clients, and dedicated to finding the best solutions for their accounting and tax needs. While an EA or CPA designation is preferred, it’s not required. A local buyer would be the best fit.