-Established specialty audit niche built entirely through word-of-mouth with a deliberately selective client strategy
-Revenue grown 53% over two years, with a 2026 projection of approximately $1.8M
-YTD billings through April 2026 running 38% ahead of the same period in 2025
-Tenured team with capacity for approximately 30% additional workload without additional hires
-Fixed-fee billing model with minimal accounts receivable
-Owner willing to stay up to two years to support transition
This hybrid audit and assurance firm has built a recognized specialty niche and has grown entirely through word-of-mouth and a deliberately selective client strategy, with revenue increasing consistently year over year. Operations are 100% paperless, supported by audit management software with real-time workflow visibility across the team.
Day-to-day operations are led by a tenured Audit Manager who serves as the operational backbone of the firm. Quality control is distributed across the team rather than concentrated at the owner level, and the owner works approximately 1,200 hours annually, running the firm remotely with only occasional office visits. The owner is open to staying on for up to two years in a transition or consulting role.
IDEAL BUYER:
The ideal buyer is a CPA with demonstrated experience in audit and assurance work and a willingness to learn the firm's specialty niche. The firm does not require a buyer who performs audit work day-to-day, as the existing team has sufficient depth to support a competent buyer. Full niche details are available in the complete profile. The ideal buyer can be remote but should have capacity to visit the office a few times per quarter.
#5391 - Michigan - VIRTUAL
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5391 | VIRTUAL | Michigan | $1,682,415 | available | Poe Group Advisors |
