#5583 - Raleigh Metro - NORTH CAROLINA

-Client base built entirely through word of mouth and a waiting list with prospective clients , with no advertising in more than 15 years -Cash flow to owner 56% in 2025, and 60% year to date in 2026 -6% Revenue growth in 2025 with 2026 projected at $900,000 ABOUT THIS PRACTICE: This full-service tax and accounting practice has served individuals and small businesses in the Raleigh metro area for more than 20 years, with a client base built entirely through word of mouth. Most clients return every year for tax preparation, supplemented by monthly bookkeeping and payroll services, and client losses come almost entirely from death or relocation rather than competitors. Revenue has grown steadily to approximately $857,000 in 2025 with cash flow to owner of 56%, and 2026 is on track to exceed $900,000 with new client intake largely closed. The practice has not added clients in recent years because capacity is limited to the current team, so a buyer who adds staff can convert a waiting list of approximately 100 prospects into growth. The owner expects to remain involved during tax season for a period to support a collaborative transition. IDEAL BUYER: The ideal buyer is a younger CPA, or an established firm, with the digital capability and energy to take the practice to its next stage, including automated document intake, an expanded client portal, and more tax planning for a client base that is already asking for it. The practice would also suit an accounting professional looking to launch a firm with a turnkey, referral-driven client base. The buyer should be prepared to take over the owner’s role, which includes review of all individual returns, preparation of all business returns, and tax advisory work, and to maintain the responsiveness clients expect.