NORTH CAROLINA

This is a rare opportunity to own a highly successful and well-established CPA firm with an incredible foundation of excellent client service, strong team dynamics, and a focus on work-life balance. This two-partner firm has been carefully cultivated to require less than 1,800 owner hours per year while boasting a strong cash flow—exceeding 70%! Despite operating locally, the firm has adopted a paperless workflow and is completely capable of working remotely. Clients come from a wide range of industries, including engineering, logging, and construction. The firm boasts great client retention and referrals due to its solid reputation for professionalism and dependability. This is an ideal chance for a buyer to acquire a well-oiled firm with strong cash flow, devoted clientele, and an outstanding staff.

Highlights:
• Owner hours less than 1,800
• Cash flow exceeding 70%
• Revenue growth of 13% from 2023-2024

Ideal Buyer:
A CPA with at least five years of experience in public accounting is the ideal buyer for this firm. The buyer should have the capacity to take on two roles, effectively filling two positions, and handling a variety of responsibilities to oversee all facets of running a CPA firm. Despite the firm's remote capabilities, clients still prefer in-person interactions, therefore the ideal buyer must live within an hour's drive of the office and have exceptional communication skills to build and maintain rapport with this diverse client base.