-Fully staffed with long-tenured professionals deeply committed to client success
-Value billing model with fees collected at time of service and minimal accounts receivable
-Revenue projected at approximately $1.1M for 2025
-One partner willing to stay on post-close for the right buyer
ABOUT THIS PRACTICE: This reputable CPA firm has built a strong community reputation through personalized accounting solutions and enduring client relationships. The practice offers a full suite of services including monthly accounting, bookkeeping, payroll, tax planning, and tax preparation, with each engagement tailored to the individual client.
The firm's long-tenured team is its greatest asset, with experienced professionals who are deeply committed to client success and capable of remote operations. Value billing with fees collected at the time of service results in minimal accounts receivable and strong, predictable cash flow.
IDEAL BUYER: The ideal buyer is a seasoned CPA with at least 10 years of public accounting experience, ready to step into an active owner-operator role. Strong technical expertise, a commitment to personalized service, and the ability to lead both client relationships and internal operations are essential. This opportunity suits a hands-on professional who values a collaborative team culture and long-term client relationships.
#5357 - Wilmington - NORTH CAROLINA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5357 | NC | Wilmington | $1,014,000 | available | Poe Group Advisors |
