#5225 - Charlotte Metro Area - NORTH CAROLINA

Highlights: ● Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 ● Value billing ● Located in a high-growth area ● Audit average fees are $40,000 ● 2024 was $1,020,958 and 2025 Projection is $1,200,000 This established CPA firm has built a strong reputation in the community for over 30 years and is strategically located in a fast-growing area with minimal competition. New client inquiries arrive daily, fueling a diverse and expanding client base across various industries, including manufacturing, medical management, and non-profit organizations. Service offerings are well-balanced, with 40% audit, 38% tax, 18% bookkeeping & payroll, and 4% other services. With an impressive 60% cash flow margin, the firm combines operational efficiency with outstanding profitability. This is a rare opportunity to acquire a highly respected practice in a booming market, offering immediate stability and significant potential for continued growth. Ideal Buyer: The ideal buyer will be a CPA with 7–10 years of accounting experience, including a strong background in audit. A consistent presence in the office will be essential to provide leadership, strengthen client relationships, and uphold the firm’s commitment to delivering exceptional service.