#5354 - Southern Vermont - VERMONT

-Year-over-year revenue growth with a 2026 projection of approximately $3.2M -15+ tenured and loyal staff with deep institutional knowledge -Full-service practice: tax compliance, audit and assurance, and estate and trust work -Loyal client base spanning individuals, family-owned businesses, nonprofits, and closely held entities ABOUT THIS PRACTICE: Established for several decades, this three-partner CPA firm has been a trusted financial resource across two New England communities, serving a diverse and loyal client base. The firm is known for attentive, relationship-driven service and has maintained long-standing client relationships built on consistent, high-quality work. The practice benefits from strong regional ties, recurring revenue, and a tenured team with deep institutional knowledge. All three partners are open to supporting a transition to ensure continuity for staff and clients. IDEAL BUYER: The ideal buyer is an established CPA firm with the resources, systems, and operational infrastructure to support and further develop this practice. Cultural fit matters here: the right buyer will take the time to do the transition properly, keeping the team engaged and maintaining the service standards that have kept clients loyal for decades.