#5145 - North Charlotte - VIRTUAL

Clients are startups, high-growth, or mature companies from a range of industries, including construction, manufacturing, law, real estate, etc. This is a full-service firm focused on serving business clients. Services include 32% CAAS services, 37% business tax, and 30% personal tax with 36% of personal returns related to a business return. This CAAS and tax firm features turn-key systems designed to track workflow and support a healthy work-life balance efficiently. Operations are largely streamlined, with one employee handling in-office tasks such as scanning and receiving documents, while all other staff are remote. The firm also boasts solid financial performance, generating a strong cash flow of approximately 50%. With the capacity to take on approximately 20% more work, this firm offers strong growth potential without the need for immediate expansion. Clients come from a range of industries including startups, high growth entrepreneurs, construction, manufacturing, law, real estate, etc. Operations are largely streamlined, with one employee handling in-office tasks such as scanning and receiving documents, while all other staff are remote. The firm also boasts solid financial performance, generating strong cash flow of approximately 50%. ● CAAS services are billed on a recurring fixed fee basis with a packaged structure ● 50% Cashflow ● Average CAAS fees are $3,500, and business tax is $1900 ● Several remote employees, with only 1 going into a small executive work space (this employee would prefer to be remote). ● Established systems in place – this firm is a leader in technology and processes Ideal Buyer: This opportunity presents a compelling path for a buyer to move industries, practice ownership, or strategically grow an existing firm. While CPA licensure is not a prerequisite, a strong background in tax (ideally 7 to 10 years) is essential. A forward-looking buyer with a keen interest in technology and process optimization will be well-positioned to enhance both operational performance and client value. Demonstrated leadership and team management capabilities will be instrumental in maximizing the firm’s growth trajectory.