#5445 - Raleigh - VIRTUAL

-Consistent revenue growth for over 30 years, reaching approximately $760,000 in 2025 -Fully remote, self-directed team with strong tenure and detailed policies and procedures documentation -Diverse client base spanning medical professionals, real estate investors, construction, and small businesses -Value-based pricing with regular fee increases applied across the client base This fully virtual CPA firm offers tax, accounting, bookkeeping, and payroll services to a diverse client base across the US and internationally. Approximately 50% of revenue is derived from business tax, bookkeeping, and payroll services. All preparers are assigned to specific clients, building the long-term relationships that drive retention and referrals. The fully remote team is self-directed and deeply familiar with their assigned client bases. A detailed policies and procedures manual reduces key-person dependency and supports a smooth transition. IDEAL BUYER: The ideal buyer is a CPA or experienced tax professional comfortable managing a fully remote team and serving a relationship-driven client base. Familiarity with real estate investors, construction businesses, medical professionals, and 1031 exchange transactions would ease the transition. This practice suits a solo practitioner seeking to grow through acquisition or a small firm looking to add a capable remote team with an established book of business. Geographic proximity to the firm's home state is helpful but not required.
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Poe Group Advisors

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