Laurens Ball

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000-Value billing-Located in a high-growth area-Audit average fees are $40,000-2024 was $1,020,958 and 2025 Projection is $1,200,000This established CPA firm has built a strong reputation in the community for over 30 years and is strategically located in a fast-growing area with minimal competition. New client inquiries arrive daily, fueling a diverse and expanding client base across various industries, including manufacturing, medical management, and non-profit organizations. Service offerings are well-balanced, with 40% audit, 38% tax, 18% bookkeeping & payroll, and 4% other services. With an impressive 60% cash flow margin, the firm combines operational efficiency with outstanding profitability. This is a rare opportunity to acquire a highly respected practice in a booming market, offering immediate stability and significant potential for ... Less

-There are over 5 CPAs on staff-Cashflow averaging $750,000 a year-Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise-High Fees – Business tax (includes some advisory) is $4,700 and personal tax is $1,400. Tax services make up 74% and other, estate, bookkeeping, and compilations the remainder.-Owner is open to staying on for the right buyer situationThis well-established CPA firm enjoys a loyal, long-term staff and client base, with a particular strength in real estate clients. The real strength of this firm lies in its exceptional staff, which will provide an incoming owner with rare operational stability. This team is not only productive but deeply invested in client success and firm continuity. The team culture is one of trust, independence, and professionalism—employees are supported with flexibility, full benefits, and ongoing education. A buyer looking for a ... Less

• Young, energetic owner committed to staying 10+ years to run and grow the firm.• Selling 70–100% equity, with plans to offer key employees an ownership stake.• 3+ CPAs on staff and over 20 employees.• High-net-worth clients with strong loyalty and consistent referrals.• 78% of services tied to business clients.This firm is seeking a buyer to purchase between 70–100% equity and continue scaling in South Carolina alongside the young owner. Services are comprised of 78% business services—including tax, bookkeeping, and advisory—and 22% personal tax.The foundation is built for scale: standardized workflows, advanced cloud-based systems, and a team capable of operating with minimal supervision. Revenue is diversified across tax, compliance, and advisory engagements, with premium pricing supported by long-term client relationships and consistent referral sources. The current structure already supports 48% revenue margins in early ... Less

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer.-All Value Billing, with billing taken upfront. No AR!-This firm is known for its fantastic quality of work in the audit sector and among pre-IPO platforms.-Cashflow for 2025 is projected to exceed $500,000.-Owner hours are only 1,200This fully virtual firm offers a rare opportunity with low owner hours—averaging just 1,200 per year—and outstanding cash flow exceeding 50%! The firm benefits from strong, reliable referral partners who consistently bring in new clients. It offers specialized niche tax, audit, and review services with very little competition, providing a strong market position and continued demand. This firm is mostly focused on small to medium-sized businesses, many of which are pre-IPO, across a range of industries. There is approximately 20% capacity for new clients, allowing room for growth, and the firm ... Less

-This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. -This firm is well-staffed with over 7+ employees and 3 CPAs -Cash flow can be improved with simple price increasesEstablished for over 30 years, this CPA firm boasts a loyal client base. Many clients have been with the practice for decades, drawn by the high-quality work and strong client service. The firm has deep expertise in tax compliance, including about 25% of clients with foreign ties (EX: ownership interest in foreign businesses and/or foreign assets and income). The highly credentialed and experienced staff are the jewel of this firm! The tenured staff genuinely enjoy their work and thrive in the firm’s family-like environment. This positive culture contributes to high retention and a motivated team committed to delivering excellent service.Clients come from a variety of ... Less

-Cash flow was $656,000 in 2024-Experienced leadership team and highly skilled staff-20% additional capacity available (CAS and Tax) with the current team for easy growth-Premium pricing model—Bookkeeping average fee of $17,932-Strong client retention with a carefully curated client base-CAS services at 66% and tax services at 23% and 11% otherEstablished for over 15 years, this CAS and CPA firm is supported by a dedicated, long-term staff known for their reliability and deep industry expertise. This firm maintains strong cash flow, with services that include 66% bookkeeping, 23% tax, and 11% other. A key strength is its highly automated workflow system, which drives efficiency, ensures thorough documentation, and reflects a core philosophy of streamlining every process! The client portfolio has been strategically refined to maximize revenue, ensure strong client relationships, and foster an enjoyable, rewarding work-life ... Less

-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 processesClients 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 ... Less

-Owner hours less than 1,800-Cash flow averaging $500,000-Deep institutional knowledge is held by a thoughtfully selected and tenured team. Many staff members have been with the firm for over 20 years and are in their early 50s. Several CPAs and EAs-Revenue growth of 13% from 2023-2024-High fees with corporate returns averaging $2,800This is a great opportunity to acquire a CPA firm with nearly five decades of experience and community presence in the thriving Charlotte Metro Area. Specializing in business clients, the firm’s revenue mix is 69% business returns with an average fee of $2,800and 30% personal returns; the majority of which are tied to a business. This is a highly successful firm with an incredible foundation of excellent client service, strong team dynamics, and a focus on work-life balance. It is known for its deeply personal approach to client service, exceptional staff tenure, and consistent ... Less

? Over $300,000 cash flow ? High Fees: Average personal returns - $1,200, business returns - $5,500 & Estate/trust average - $2,401? Loyal, Long-Term Client Base: Trusted advisor for multiple generations? Clear Growth Potential: Immediate opportunities to expand into business services, bookkeeping, and payroll for increased revenue? Excellent reputation and dedicated employee. ? Owner has established referral relationships with attorneys for Estate and Trust servicesThis is a great opportunity to acquire a boutique CPA firm that specializes in individual, corporate, estate and trust preparation. This firm is 64% personal tax, 14% business tax, and 22% estate and trust tax. The firm has built a reputation as a trusted family financial advisor and has an established, long-standing referral from attorneys. With an average of 50%+ cash flow margin, $738K in projected 2025 revenue, and consistent year-over-year growth, this ... Less

-Cashflow is over $650,000 and continues to grow annually-Owner hours are only 1,900-Annual revenue growth is between $130,000 and $250,000-Less than 5% of clients meet in office-Very strong fees with average return over $3,300-45% is in the attestation services and 45% in tax preparation with 10% in business advisory. There is a large opportunity to grow the advisory services.-Incredible staff many have been with the firm over 5 years and several are CPAsThis reputable CPA firm for sale in Dallas, /Fort Worth, provides a wide range of services, including tax, attestation, and business advising, to business clients and their owners. With revenue consistently growing between $130,000 and $250,000 annually, this practice has established a strong, specialized clientele that guarantees sustainable income and ongoing growth. Their special niche has continued to expand each year and will be an incredible opportunity for additional ... Less

This is a well-established and profitable (70%) full-service CAS and tax firm that works with both small and medium-sized businesses. This is a highly professional CPA practice with excellent staff who operate in a collaborative, professional environment with minimal supervision. Cloud platforms, along with practice management software, provide the owner critical insights into the practice while also providing clients with excellent value and a great client experience. This firm provides a full range of accounting and tax services, including bookkeeping, tax planning, payroll and consulting. The practice has earned a strong reputation as the ‘go-to’ firm for accounting and tax services along with consulting work. The client portfolio is demographically solid and secure with most clients having been with the practice for 3-10 years. The seasoned staff are recognized for their innovative, out-of-the-box solutions, ensuring they ... Less

With over 40 years of dedicated service in the community, this 2-partner CPA firm has built a strong reputation for being highly responsive to clients’ needs. Each owner has their own clients but all expenses, employees and office space are shared. Services are well rounded. Revenue consists of mostly of business and personal tax and bookkeeping. Clients appreciate the time and care this firm takes to inform them of new tax changes that can provide significant financial benefits. Offering a wide range of services, this firm is a comprehensive support for businesses and individuals alike. Both owners are willing to continue working especially to continue to provide exceptional audit services. Cash flow to owner averages to 47%. The staff have excellent tenure and wish to stay to help ensure continuity and stability for the clients. The relaxed atmosphere and hybrid schedule allows staff to enjoy a work life balance while still ... Less

Firm Highlights:-Seller is open to seller financing -Majority are business clients, with growing accounting and tax needs-Consistent revenue growth and 70% cashflow to owner!-Dedicated staff that all want to stay on with a new buyer-The firm has great fees with average personal return is over $1,000 and business return is $2,100!For almost 40 years, this personable CPA firm has experienced exceptional revenue growth and offers outstanding cash flow to owner, at 70%! The firm consistently produces excellent work in a timely manner with personal care. The owner takes the time to talk and explain a client’s financials. The practice has a client-centric strategy that makes each client feel important.The firm has created a cooperative work environment where the dedicated employees can work together to ensure all client needs are met and retention is solid. This firm has made a name for itself by providing trusted financial ... Less