-Tenured team with most staff having been with the firm for over a decade
-Cash flow exceeding 40%
-60+ years of established community reputation
-Owners willing to remain on a part-time basis to support a smooth transition
ABOUT THIS PRACTICE:
Established for over six decades, this well-respected CPA firm offers a rare opportunity to acquire a practice with deep community roots and long-tenured staff. The firm has maintained steady, sustainable growth through a disciplined and selective approach to client acquisition that preserves its strong office culture. Operations are highly efficient and largely paperless, supported by annual fee increases and consistent service delivery built on deep institutional knowledge.
One owner is willing to remain with the practice on a part-time basis, making this an attractive opportunity for a buyer seeking a profitable, well-run firm with room for strategic growth.
IDEAL BUYER:
The ideal buyer is client-focused, community-oriented, and values taking the time to educate and guide clients. The firm offers flexibility for remote ownership, allowing a buyer to reside outside the firm's physical location while maintaining effective operations. This practice would also serve as an excellent satellite office for a larger firm looking to expand its footprint.
#5349 - Eastern NC - NORTH CAROLINA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5349 | NC | Eastern NC | $2,000,000 | available | Poe Group Advisors |
