3331TNNashville$1,750,000soldPoe Group Advisors

This is a very different kind of CPA firm – an outsourced CFO firm that helps it’s loyal client base make better business decisions. Services include: forecasting, bookkeeping, payroll, tax preparation, tax planning and consulting services. There are NO audits or reviews! The firm has healthy fees with consistent growth year-over-year. Cash flow to owner is good and revenues are fairly even throughout the year. Clients come from a variety of industries with a focus on education, media and the music business. There are good systems in place. Clients have access to their data at any time via the cloud.

What a team! Long-term and loyal staff are in place. They are extremely capable and most client work is handled by staff, so the owners can focus on running the firm. The firm is committed to providing exceptional client service and delivering high-quality work. Remote working has been smooth and efficient since March 2020.

Ideal buyer
Buyer must be forward-thinking, open-minded, and enthusiastic about running a very different kind of accounting practice. Buyer will need to understand outsourced accounting and CFO services. An owner with strong public experience combined with forecasting and corporate CFO experience would be ideal. Buyer should have experience managing a good staff with some working remotely. High integrity, the ability to problem- solve and exhibit leadership will lead to a successful buyer for this firm.