#5509 - CP2041 - VIRTUAL

-Exclusive medical niche, with deep specialized industry expertise -Cash flow to owner exceeding 50%, with fees increasing 4 to 5% annually -Low owner hours, with a dedicated, low-turnover team supporting tax preparation and review -Fully remote operation with almost entirely paperless, automated workflows -Revenue growing consistently, projected $475,000 for 2026 About This Practice: This virtual CPA firm specializes in a medical niche, offering tax return preparation, tax planning and projection services, and limited bookkeeping support. Revenue has grown steadily to approximately $475,000 projected for 2026, with cash flow to owner exceeding 50% and annual fee increases of 4 to 5%. The firm has built its entire client base through referrals within the medical community, including from existing clients, financial advisors, and industry-specific professionals, without any paid advertising. Operations run through a fully remote, largely paperless workflow, supported by a small, dedicated, low-turnover team. Ideal Buyer: The ideal buyer is a CPA or firm with medical industry experience, or genuine interest in building deep expertise in that niche, since much of the firm's value lies in its specialized niche and referral relationships. The buyer should be comfortable operating a fully remote, cloud-based team and managing client relationships without a physical office. A buyer with the capacity to pursue additional marketing channels or expand bookkeeping services would be well positioned to grow beyond the practice's current referral-only model.
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Poe Group Advisors

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