#5430 - North Charlotte - NORTH CAROLINA

● 30+ years of referral-only growth across a diverse industry client base ● Revenue stable at approximately $1.38M for three consecutive years ● $548,100 cash flow at a 40% margin in 2025 ● Both partners willing to stay in producing roles through transition About this practice: Established in 2001, this two shareholder firm has served the north Charlotte area for over 30 years, building a strong reputation through consistent, relationship-driven service and strong community presence. Originally three locations with five shareholders, this location split off at the end of 2024 in preparation for the sale. The firm serves a broad and diversified client base across construction, commercial real estate, veterinary practices, trucking, restaurants, retail, hotels, and hospitality, with many client relationships spanning 15-25 years. All growth has come through referrals, with no formal advertising, reflecting the firm's standing in one of Charlotte's most active growth corridors. Annual fee increases of 10-15% are implemented consistently, supporting steady profitability without relying on new client acquisition. Revenue has remained stable at approximately $1.38M over three years, with a 2026 projection of $1,400,000. Seller cash flow is $548,100 in 2025 at a 40% margin. The service mix is well-diversified across personal tax, business tax, and bookkeeping, with trusts, payroll, and other services rounding out the balance. One partner is transitioning toward semi-retirement and is committed to remaining in a full producing role for year one before gradually stepping back. The second partner wishes to exit firm management and return to a producing CPA role, making both available to support a smooth transition. Ideal Buyer: The ideal buyer is a CPA with strong tax and bookkeeping experience and the management capacity to assume the operational responsibilities currently shared by both partners. A buyer already familiar with or located in the north Charlotte market would find natural client continuity, though remote or hybrid ownership is feasible given the team's demonstrated independence, with physical presence during peak tax season expected. This practice is a strong fit for a financial services firm or wealth management practice looking to add a tax capability and serve an established, affluent client base. It is also well-suited for a regional CPA firm seeking a satellite presence in one of Charlotte's most desirable growth corridors, or for an experienced solo practitioner or small firm ready to step into a larger, well-established operation with meaningful partner support through the transition.