#5427 - Austin - TEXAS

● Bilingual (English/Spanish) full-service firm with a differentiated community presence in one of the fastest-growing markets in the country ● Revenue grew 47% over two years, from $2,764,299 in 2023 to $3,936,186 in 2025, with a 2026 projection of $4,200,000 ● $1,850,678 cash flow at a 47% margin in 2025 ● Three-department structure (tax, bookkeeping, payroll) with 20+ staff and tenured department managers providing strong operational continuity About this practice: Founded in 2005, this Austin-based full-service firm has built a loyal and growing client base through personalized, education-first service to small and mid-size businesses and individuals. The practice serves a diverse mix of clients with concentration in construction, subcontracting, and food and beverage, with additional clients in landscaping, law, consulting, and service industries. A well-established bilingual service capability serving a significant Spanish-speaking client population has created a distinctively positioned practice in a large and expanding market, supported by strong community recognition and consistent organic referral growth. Revenue has grown consistently with a 47% increase over two years and a 2026 projection of $4,200,000. Seller cash flow is $1,850,678 in 2025 at a 47% margin. One partner is retiring while the co-founder is willing to remain through transition, providing continuity for staff and clients. Ideal Buyer: The ideal buyer is a CPA or established firm with at least five years of public accounting experience and meaningful exposure to business tax and bookkeeping services. Bilingual capability in English and Spanish is a significant advantage given the firm's client base and community positioning in Austin, though it is not a requirement if the buyer retains bilingual staff. The practice is well-suited for a buyer who values a high-energy, team-oriented culture and is prepared to lead a motivated staff through a transition. A buyer with existing capacity or infrastructure could accelerate growth quickly by resuming marketing efforts paused during tax season. The firm is also a strong platform acquisition for a regional firm or private equity-backed group seeking an Austin-market presence with deep community roots, an established bilingual client channel, and a differentiated service model.
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Poe Group Advisors

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