#5571 - Charlotte - NORTH CAROLINA

-All clients come through referrals; no advertising spend -Fantastic client tenure of 13+ years -Cash flow to owner consistently above 60% -Owner works approximately 1,400 hours annually -Average personal tax return fees exceeding $1,000, with capacity to take on additional work About this practice: For more than 25 years, this CPA firm has served individuals and small businesses, with every client coming through referrals from other clients and professionals. The majority of clients have been with the firm for 13+ years, and average personal tax return fees exceed $1,000. Cash flow to the owner has stayed above 60% of revenue, with the owner working approximately 1,400 hours annually and seasonal preparers supporting the tax season workload. New client intake slowed in 2025 in preparation for a sale, so the practice has room for additional work, and a buyer could grow it through the existing referral network and by expanding services to its larger business clients. Ideal Buyer: The ideal buyer is an established local CPA firm with capacity to absorb a tuck-in practice, or a CPA with 10 or more years of experience. Because the practice operates on approximately 1,400 owner hours, it can be added to an existing firm without the demands of a full-time workload. It is also well suited to a buyer seeking a lifestyle practice. The firm deliberately levels its workload across the year, using client deadlines and planned extensions to avoid a single compressed tax season. Buyers get steadier staffing needs, less peak-season strain and more consistent cash flow. A buyer who works alongside the owner through at least one full tax cycle will be best positioned to retain the client base and learn its rhythms.