#5297 - Virtual - VIRTUAL

This long-established, fully virtual CAAS firm projects $1.45M in 2025 revenue and an exceptional cash flow between 40-60% to the owner, with minimal owner hours (<400 per year). The firm's services include 53% business tax, 36% bookkeeping, and 12% tax planning (which has increasing demand). Serving marketing, e-commerce, real estate, and professional-services clients nationwide, the firm enjoys an average annual growth rate of 25%. The team is highly independent—largely offshore, loyal, and expertly trained—managing the full client lifecycle through seamless systems. The firm’s twice-yearly automatic fee increases and value-billing model with ACH payments ensure consistent and predictable profitability. Clients and staff alike describe the culture as collaborative, family-oriented, and quality-driven. Growth Opportunity: With robust infrastructure and dependable recurring revenue, this practice is a plug-and-play opportunity for a growth-oriented buyer. The systems, offshore structure, and leadership independence make it ideal for a tech-forward CPA or PE platform seeking scalability with low transition risk. Significant upside exists in expanding tax planning and audit protection services, deepening advisory engagements, and leveraging the firm’s strong marketing presence (podcasts, speaking events, books) for client acquisition. The retiring owner will assist in the transition and continue to generate high-quality referrals. Key Strengths & Opportunities: ● Cash Flow is close to over 650,000 in 2024 and projected around 800,000. ● Owner hours are 400! ● Proven Growth: 27% annual average growth and consistent fee increase twice yearly. ● Exceptional Team: Loyal, well-trained offshore staff manage all client operations independently. ● High fees: Business tax packages around $6,800. Ideal Buyer: The ideal buyer is a strategic, tech-enabled CPA or firm with deep advisory and CFO expertise, a history of scaling operations, and a disciplined approach to leadership. This opportunity is best suited for a professional who can integrate seamlessly into a highly structured, recurring-revenue model while preserving the firm’s culture of excellence and client trust. The buyer should possess strong communication and business development skills—capable of leading complex tax planning, pricing, and value conversations with confidence. Equally important is the ability to manage and inspire an offshore team by promoting accountability, celebrating performance, and honoring established cultural norms. For a forward-thinking CPA, family office, or PE-backed group, this represents a rare chance to acquire a turnkey, high-margin platform poised for scalable growth and enduring success.