-Purchase price approved by lender
-Cash flow exceeding $275,000 with fewer than 2,000 owner hours annually
-Exceptional client retention, with the majority of clients having been with the firm for over a decade
-Long-tenured CPA contractor committed to remaining with a new owner
-Flexible schedule with remote work available in the off-season
ABOUT THIS PRACTICE: This well-established CPA firm has built a strong reputation through personalized service and genuine client relationships, with the majority of clients having been with the firm for over a decade. The practice serves a diversified client base with a notable niche in real estate that a knowledgeable buyer can leverage and grow.
The firm runs efficiently with the owner working fewer than 2,000 hours annually and a long-tenured CPA contractor handling tax returns, consulting, and bookkeeping who is committed to staying on with a new owner. Staff work in-office during tax season with remote flexibility in the off-season.
IDEAL BUYER: The ideal buyer is a personable CPA with at least five years of public accounting experience and a strong understanding of real estate, including Section 1031 exchanges and multi-state taxes. A commitment to personalized client service and the ability to build lasting relationships will be essential to continuing the firm's tradition of exceptional, client-focused service.
#5019 - Greensboro - NORTH CAROLINA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5019 | NC | Greensboro | $482,403 | available | Poe Group Advisors |
