4710TXTexas$2,740,850sale pendingPoe Group Advisors

*Purchase price pre-approved by lender*

This is not your typical accounting practice. This firm has established itself as a leading player in the industry with long term clients and a fully staffed hybrid office. The majority of clients are handled remotely. Services provided include CFO & financial management, business & financial strategy, fractional accounting and corporate governance. These services are in high demand and are lucrative. Cash flow is consistent throughout the year. This firm has an impressive, dedicated, and skilled staff who work independently.

This practice has steadily increased rates each year for a number of years. These steady rate increases not only conditions clients to expect it, but also positions the business for handling the impact of inflation and still grow margins.

Growth has come primarily from referrals with clients and professional contacts. The opportunity to substantially increase the growth rate through marketing efforts is huge.

Firm Highlights include:

-Highly sought after service offerings
-Clients are long-term and are a great referral source
-Quality staff that is highly capable and committed to client satisfaction
-Location is great
-1 owner is willing to work after close to ensure a smooth transition
-Retired partner could be re-engaged at some level if the buyer desires
-Large opportunity for growth

Ideal Buyer:
The ideal buyer for this firm would have public accounting, CFO and management experience. A buyer should be attentive and understanding of the clients, their financial needs, and business growth opportunities. A growth minded buyer could easily take this firm and continue to grow the top and bottom lines. The ideal buyer would recognize the wonderful staff and strong foundation of this firm as a rare opportunity! This could be a strategic move for someone who wants to add a Dallas-Fort Worth/North Texas presence or begin to provide these highly sought after services.

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