#5385 - Raleigh - NORTH CAROLINA

-Revenue grown 32% over two years, reaching approximately $1M in 2025 with a 2026 projection of $1.1M -Cash flow exceeding 43% in 2025 -Monthly business advisory clients driving recurring, predictable revenue -Personal tax returns averaging over $1,000 with annual fee increases of 3-5% ABOUT THIS PRACTICE: Established within the last several years, this full-service CPA firm serves a diverse base of business and individual clients with a deliberate focus on business advisory and monthly client services that has driven rapid, organic revenue growth. An expanding monthly bookkeeping and advisory segment now represents a meaningful share of total revenue, with billings tracking ahead of the prior year pace into 2026. The owner is transitioning to retirement and is looking to exit after a brief transition period. IDEAL BUYER: The ideal buyer is an experienced CPA with at least 10 to 15 years in public accounting who brings both technical depth and strong relationship skills. A buyer who combines solid tax knowledge with a genuine advisory instinct will be well-positioned to maintain and grow the client relationships that drive this firm's reputation. This practice suits a sole practitioner looking to step into an established and growing operation, a small regional firm seeking a North Carolina presence, or a buyer looking to consolidate a second location given the firm's virtual infrastructure and documented workflows.
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Poe Group Advisors

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