4717SCSouth Carolina$1,546,117newPoe Group Advisors

*Purchase price pre-approved by lender*

This exemplary firm is available at a remarkably favorable valuation, making it an astute investment opportunity! Renowned for its unwavering commitment to delivering high-quality work, this firm has garnered an impeccable reputation within the community and incredible social media reviews. Its impressive track record has made it a go-to choice for clients, particularly within the medical industry, where referrals are frequent. This 3-partner firm has seen consistent revenue growth year over year all from referrals, reputation, and being present within the community.

This firm is 49% personal tax, 21% business tax, 16% bookkeeping and 7% payroll. One of the standout features is the remarkable loyalty of its clientele, with at least 50% of individual clients and approx. 90% of business clients having been with the firm for over 10 years! This loyalty extends to the dedicated staff, most of whom have been part of the firm’s workforce for over a decade, showcasing a cohesive and experienced team. The firm has maintained consistent revenue for over four years, indicating stability, yet there is untapped potential for growth as the owners are frequently forced to decline new referrals.

Other enticing aspects of this opportunity include its roster of over five skilled employees, including a certified public accountant (CPA), plus two owners open to part-time involvement.

-Over 5 wonderful employees including a CPA
-Majority of clients being with the firm for over 10 years
-2 owners open to staying on and working part time
-High fees with personal tax average -$650 and business $1,350
-High net worth clients with many in the medical industry
-Cashflow to owner is 40%

Ideal Buyer:
This remarkable firm represents an outstanding investment opportunity due to several key features. Firstly, it is attractively priced, making it a compelling option for potential buyers. 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!

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