#5142 - Charlotte - NORTH CAROLINA

Highlights: ● Cash flow at 65% ● Owner hours 650 per year ● Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of long-term clients and staff alike. With minimal turnover and a collaborative culture, the team operates efficiently and independently. Cash flow to owner is an impressive 65% and owner hours are only 650 per year! Annual fee increases support steady revenue, and the firm offers flexibility with remote operations while maintaining a fun, balanced work environment. This firm is based out of a home office where staff and some clients still meet in person but could be transitioned fully to the cloud! With a list price approximately 2x cashflow to owner, this is a firm not to be missed. Ideal Buyer: The ideal buyer will bring expertise in multi-state taxation and possess strong tax return preparation and review skills. They should have the capacity to absorb the responsibilities currently handled by the owner and a recently retired senior staff accountant. A broad and well-rounded skill set is essential, as the client base includes everything from individuals to multi-million-dollar businesses, demanding the ability to provide high-quality, comprehensive service across a wide range of tax and accounting needs.