#5225 - Charlotte Metro Area - NORTH CAROLINA

-Cash flow exceeding $550,000 in 2024, projected to exceed $650,000 in 2025 -Revenue of approximately $1M in 2024, projected at $1.2M for 2025 -Well-balanced service mix spanning audit, tax, bookkeeping, and payroll -30+ year reputation in a high-growth market with consistent new client demand ABOUT THIS PRACTICE: This established CPA firm has built a strong community reputation over 30 years, operating in a high-growth area with consistent new client demand. The practice serves a diverse client base across multiple industries with a well-balanced service mix that includes a substantial audit practice alongside tax, bookkeeping, and payroll work. With cash flow margins around 60%, the firm combines operational efficiency with outstanding profitability. Value billing and a strong market position support continued revenue growth, with 2025 projections reflecting meaningful year-over-year improvement. IDEAL BUYER: The ideal buyer is a CPA with 7 to 10 years of accounting experience, including a strong background in audit. A consistent in-office presence will be essential to provide leadership, strengthen client relationships, and maintain the firm's commitment to service quality.
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Poe Group Advisors

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