#5582 - Eastern NC - NORTH CAROLINA

-In operation for more than 60 years -Revenue steady at approximately $1.7M for three consecutive years -Cash flow to owners of 58% in 2025 and 63% year-to-date in 2026 -Approximately 50 clients on bundled monthly retainers -Attest services including reviews and compilations -Partners willing to stay through the next tax season on a reduced schedule ABOUT THIS PRACTICE: For more than 60 years, this two-partner CPA firm has served a diversified base of agriculture, contracting, professional services, and other small-business clients, along with individuals with business, farm, or rental income. Revenue has held steady at approximately $1.7M for the past three years, with cash flow to owners of 58% in 2025 and 63% year-to-date in 2026. Approximately 50 clients are billed on bundled monthly retainers covering bookkeeping, payroll, and tax services, and the firm also performs reviews and compilations. The partners regularly turn away prospective clients due to capacity. Both are willing to remain through the next tax season on a reduced schedule to support the transition. IDEAL BUYER: The ideal buyer is an established CPA firm or an experienced CPA with the staff capacity to step into two partner-level roles. A buyer with experienced staff, or access to them, would address the firm’s primary constraint and could take on the additional demand the partners currently turn away. Because reviews and compilations are tied to client bonding and lending requirements, a buyer comfortable with attest work is preferred. A buyer located in or near Eastern North Carolina, or one seeking a regional foothold, would be well positioned.