SOUTH CAROLINA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4919SCCoastal South Carolina$629,171availablePoe Group Advisors

*purchase price pre-approved by lender*

This is a traditional firm with some remote capabilities that has established a solid base for growth, as seen by a recent 10% billing rate increase that highlights its impressive revenue trend. 2024 projections have the firm reaching $675,000 in revenue. Cashflow to owner is over 45%! The present owner is prepared to continue as a part-time involved party and is sincerely dedicated to a smooth transition.

There are several team members on staff who are loyal and dedicated to providing the utmost quality service to their clients. The current owner has an open management style where staff are comfortable asking questions or for help but are not micromanaged day to day.

At present, this firm is turning away potential work in order to stay focused on current clients. There is plenty of potential to grow this practice with excess capacity.

Highlights:
-Cashflow to owner consistently over 45%
-Consistent revenue growth
-Recent billing rate increase of 10%

Ideal Buyer:
The ideal buyer should have at least 10 years of experience in public accounting, bringing both technical expertise and strong interpersonal skills to the table. The buyer will be adept at maintaining the high-level personal relationships that our clients value, ensuring they feel understood and supported. The right buyer will strive to be a trusted resource for clients, consistently demonstrating professionalism and honesty. Technically strong with great attention to detail.

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