|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4372||SC||Myrtle Beach||$560,000||available||Poe Group Advisors|
This CPA firm is located in the beautiful Myrtle Beach area and is well known by the community for its personal service and relationships with its clients. This practice is 33% personal tax and 64% business clients (includes some bookkeeping and payroll). This firm has seen amazing growth over the last several years, all through referral from Myrtle Beach area. The staff work very well together and the systems in place keep everyone on track and work gets done in a timely manner. If a buyer is looking for a well-staffed, efficient practice in a rapidly growing market, this one is not to be missed! 2022 projections are $560,000. In 2022, the firm started its advisory work which many current clients desire. This has brought additional revenue and is a rapidly growing sector.
- 20% increase in revenue for 2022, consistently 16%+ year over year growth
- Over 10 high quality staff members, several remote employees
- 100% paperless
- Loyal and long-term clients with a diverse industry mix
- New advisory services are bringing additional revenues with current clients
The ideal buyer would be well versed in tax and accounting services with individuals and small business clients. The buyer should be outgoing and personable with a client service mindset. A buyer with an entrepreneurial mindset would do very well to grow this already profitable firm. CPA required. Strong public accounting experience along with good general business knowledge is required. A buyer must have management experience to successfully lead this qualified team. A buyer looking for high growth company will do well in this environment – The firm has already added 50 new clients for 2023 filling season!