|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3508||SC||Charleston||$270,000||new||Poe Group Advisors|
This is a well-established CPA firm known for providing quality work and proud of their strong, long term relationships with clients. The firm provides accounting, tax, payroll and advisory services to individuals and small businesses. No reviews or audits. Owner has high confidence in employees and systems in place to monitor client workflow.
There is opportunity to add marketing to reach new clients in a high-growth market. A new owner could also modernize the practice and offer additional services. Current owner only works four days a week outside of tax season.
Buyer must have a strong accounting and tax background with a minimum 5-7 years public accounting experience. Experience managing a small, capable staff will be helpful. A personable buyer with interest in being involved in the community would likely be able to grow the firm.