#5384 - Triad Region - NORTH CAROLINA

• Strong niche in commercial real estate • Increased revenue reaching $2.56M in 2025 • 8 experienced CPAs on staff • 5% annual fee increases This respected CPA firm has built a longstanding reputation for delivering consistently high-quality service to a loyal and stable client base. The practice has developed a strong niche in commercial real estate, providing specialized expertise and long-term value that has driven steady, organic growth over the years. Revenue has increased year-over-year, reaching $2.56M in 2025, up from $2.36M in 2024, fueled entirely by client relationships, referrals, and annual fee increases of approximately 5%. The firm is supported by a talented team of over 15 professionals, including 8 experienced CPAs, who are deeply committed to client success and contribute to a collaborative, high-performing culture. Of the three partners, one is seeking retirement, while the two minority partners are open to remaining with the firm to support a smooth transition and ensure continuity for both clients and staff. This opportunity is ideal for a buyer seeking a well-established, relationship-driven practice with a strong niche focus, experienced team, and 5% annual revenue growth over the past three years. Ideal Buyer: The ideal buyer is a CPA or established firm with strong tax expertise and the capacity to step into the responsibilities of the retiring managing partner. Prior experience acquiring and successfully transitioning a firm is highly preferred, given the size and complexity of this practice. The two minority partners, serving as Head of Tax and Head of Assurance (1% equity) each are willing to remain with the right buyer to help ensure continuity of client relationships and operational stability, both of which will be key to a smooth transition. The buyer should be prepared to maintain the firm’s Triad office and have the resources to support thoughtful staff succession planning, as several long-tenured team members near retirement. This opportunity is best suited for a larger regional firm with the infrastructure and leadership in place to sustain the firm’s high standard of service.