-Fully staffed with tenured professionals
-Staff has remote capabilities
-Value billing
-Projections for 2025 are $1,100,000
-One partner is willing to stay on post close as an employee for the right purchaser
This reputable CPA firm is built on a mission to transform the way clients manage their businesses by offering personalized accounting solutions tailored to each unique operation. With a firm belief that no two businesses are alike, the team provides individualized attention and a full suite of services, including monthly accounting, balance sheets, payroll, bookkeeping, tax planning, and tax preparation. The true strength of this firm lies in its team of long-tenured professionals who have been with the company for many years and are deeply committed to client success.
The firm employs a value billing model. All clients are billed at the time services are rendered, resulting in minimal accounts receivable and strong cash flow management.
The firm’s reputation in the community is built on exceptional service and enduring client relationships, making this an ideal opportunity for a buyer seeking a solid, respected, and profitable practice with an experienced team already in place.
Ideal Buyer:
The ideal buyer for this firm is a seasoned CPA with at least 10 years of public accounting experience, ready to step into an active owner-operator role. They should be comfortable leading both client relationships and internal operations, bringing strong technical expertise and a strategic mindset to support clients across diverse industries. A deep commitment to personalized service, responsiveness, and trust is essential, as these qualities have been the foundation of the firm’s long-term success. This opportunity is best suited for a hands-on professional who values quality work, a collaborative team culture, and the importance of building lasting client relationships.
#5357 - Wilmington - NORTH CAROLINA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5357 | NC | Wilmington | $1,014,000 | new | Poe Group Advisors |
