#5132 - Virtual - VIRTUAL

• Cash flow to owner 50% • Owner hours less than 2,000 • Recession proof niche This virtual, two-partner CPA firm offers an exceptional opportunity for growth and profitability. Renowned for its outstanding reputation and client-first service, the firm serves businesses in over 30 states and has carved out a strong, recession-resistant niche within the healthcare sector. With highly efficient, turn-key systems in place, the firm operates smoothly and delivers consistent performance year after year. It boasts fantastic cash flow exceeding 50% and benefits from annual fee increases. Despite its strong financials, each partner works fewer than 2,000 hours annually, making it an ideal acquisition for a buyer seeking scalability, operational strength, and true work-life balance. Ideal Buyer: The ideal buyer will bring experience in the medical industry and share the firm’s core values: Service with Purpose, Excellence and Integrity, Embracing Change for Good, and Work-Life Balance. They should recognize the value of the firm’s specialized niche, which offers a rare combination of meaningful, socially impactful work and long-term, recession-resistant stability.

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Poe Group Advisors

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