#5353 - Charlotte Metro - SOUTH CAROLINA

-One CPA partner willing to stay on to run daily operations -Nearly 100% paperless with efficient, scalable systems -Annual fee increases already in place providing predictable revenue growth -Young, productive team with low turnover and a strong collaborative culture ABOUT THIS PRACTICE: This full-service CPA firm has built a strong local reputation delivering bookkeeping, tax preparation, and attest work with a genuine client-first approach. The client base is diverse across small businesses and individuals, and the office operates on efficient, scalable systems with annual fee increases already in place. The team culture is a standout feature of this practice. Leadership emphasizes mentorship and professional development, and the firm's employee-friendly policies have produced a loyal, engaged team with low turnover. One CPA partner is willing to remain to handle day-to-day operations, allowing for flexible ownership involvement from the outset. IDEAL BUYER: The ideal buyer is a CPA comfortable operating a practice while managing administrative responsibilities and maintaining a focus on client service and team development. Compliance with state board rules regarding ownership of a CPA firm performing attest work is required. A local presence is preferred to support the firm's collaborative culture and client relationships.