#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: This full-service CPA firm has built a strong reputation over 30 years through consistent, relationship-driven service, with many client relationships spanning 15 or more years. All growth has come through referrals, with no formal advertising. Annual fee increases are implemented consistently, supporting steady profitability without relying on new client acquisition. Revenue has remained stable at approximately $1.38M over three consecutive years, with a 2026 projection of $1.4M and cash flow of $548,100 at a 40% margin. The service mix spans personal and business tax, bookkeeping, and payroll. Both partners are committed to remaining in producing roles through transition to ensure continuity for staff and clients. IDEAL BUYER: The ideal buyer is a CPA with strong tax and bookkeeping experience and the management capacity to step into an established, partner-led operation. Remote or hybrid ownership is feasible with physical presence expected during peak season. This practice is also well-suited for a financial services firm, wealth management practice, or regional CPA firm looking to add a tax capability or expand into a well-established market.