#5473 - South Carolina - SOUTH CAROLINA

--Revenue stable in the $2.4M to $2.5M range annually, with 2026 collections tracking ahead of prior year pace --Tenured team with several members having been with the firm for over a decade --All new business sourced through referrals from attorneys, financial advisors, and bankers, with no paid advertising --Meaningful depth in international and foreign compliance, an area where few regional practices have comparable capability --Immediate cross-selling opportunities in wealth advisory and cost segregation within the existing client base ABOUT THIS PRACTICE: This well-established multi-partner CPA firm has built a long-standing reputation for deeply personalized service across a diverse client base that includes manufacturers, medical practices, construction companies, nonprofits, real estate entities, and high-net-worth individuals. Revenue has held consistently in the $2.4M to $2.5M range annually, supported by regular fee increases, and the firm operates ahead of comparably sized practices technologically with cloud-based systems and fully documented workflows. Client-facing responsibility is distributed across the team rather than concentrated at the partner level, and staff are trusted professionals who manage their own time and deliver quality work. The result is a practice with strong retention and client relationships supported by multiple team members at every level. One senior partner is open to a flexible post-sale arrangement, and the remaining partners are prepared to support a full transition. IDEAL BUYER: The ideal buyer is a larger regional or national firm, or a well-capitalized financial services organization, seeking to establish or expand a presence in the South Carolina market. The incoming buyer should be prepared to respect the firm's culture: staff operate with autonomy and are not managed through productivity mandates. Staff loyalty and client retention are directly tied to this environment. The firm is open to a range of buyer structures, including CPA firms, financial services organizations, and well-resourced platforms, provided the buyer demonstrates a genuine commitment to client service quality and staff continuity.