|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4394||SC||Beaufort County||$1,546,117||new||Poe Group Advisors|
Known for its high quality of work, this firm has a wonderful reputation in the community and is frequently referred clients, especially in the medical industry. This 3-partner firm has seen consistent revenue growth year over year all from referrals, reputation, and being present within the community. The clients are very loyal and long term with at least 50% of individual clients and approx. 90% of business clients having been with the firm for over 10 years! This firm employs an amazing staff, the majority have been with the firm for over 10 years.
Over 5 wonderful employees including a CPA
Majority of clients being with the firm for over 10 years
2 owners willing to work after close
Large opportunity for growth
The staff are very independent and reliable. The buyer would recognize the longevity of the clients and work hard to keep those close relationships this firm has already established. At least 10 years of public accounting experience and CPA required. This is an ideal firm for a buyer looking for amazing staff members, incredible reputation and clients for over 40 years! This firm has many opportunities for growth and to continue expanding an established firm. All staff members enjoy their own office, are assigned specific clients, and are responsible for keeping their own time. This type of amazing staff would be an asset to any future buyer!