REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
---|---|---|---|---|---|
4394 | SC | Beaufort County | $1,546,117 | available | 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. The clients are very loyal and long term. At least 50% of individual clients and approx. 90% of business clients have 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.
Firm Highlights:
-Over 5 wonderful employees including a CPA
-Majority of clients with the firm for over 10 years
-2 owners willing to work after close
-Large opportunity for growth
Ideal Buyer:
The buyer will need to recognize the longevity of the clients and work hard to keep the close relationships this firm has already established. At least 10 years of public accounting experience and a CPA license are required. This is an ideal firm for a buyer looking for amazing staff, an incredible reputation and long-standing clients! This established firm has many opportunities for growth. All staff members enjoy their own office, are assigned specific clients, and are responsible for keeping their own time. The staff are very independent and reliable. This type of amazing staff would be an asset to any future buyer!
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