Poe Group Team

-100% value-based subscription pricing model generating fully predictable monthly recurring revenue-Cash flow improved by over 30% in the past 24 months through disciplined operational focus-Senior-level team with Big 4 backgrounds serving early-growth and growth-stage companies-Existing capacity to absorb additional client volume without increasing overheadABOUT THIS PRACTICE:This fully virtual CFO and FP&A firm specializes in high-level financial leadership for venture-backed and scaling companies, guiding clients through debt and equity financing, rapid growth, M&A transactions, and exits. Premium pricing is supported by specialized expertise and high-touch CFO-level relationships with a carefully selected North American client base.Operations run efficiently with minimal owner involvement, supported by a seasoned team of senior professionals, many with Big 4 backgrounds, and a comprehensive cloud-based tech infrastructure. ... Less

-Concierge-level service model commanding above-average fees across tax and advisory work-Loyal, high-net-worth client base with multigenerational family and business relationships-Strong systems and capable team supporting seamless daily operations with minimal owner oversight-Owner committed to remaining with the firm for 3 to 5 years to ensure continuity and knowledge transferABOUT THIS PRACTICE: This long-established Southern California CPA firm has built a loyal, high-net-worth client base through decades of relationship-driven service. The practice is known for responsiveness, accuracy, and proactive strategic guidance, with referrals continuing to grow year over year. The service mix is heavily focused on tax work, with premium fees supported by an elevated service model and a deep-rooted client reputation.The team is experienced, well-positioned, and capable of managing client needs with minimal oversight. ... Less

-Cash flow margins of 40-60% with owner working fewer than 400 hours annually-25%+ average annual growth driven by twice-yearly automatic fee increases and a value-billing model-Highly independent offshore team managing the full client lifecycle with minimal owner involvement-Service mix of business tax, bookkeeping, and tax planning with strong recurring revenueABOUT THIS PRACTICE:This fully virtual CAAS firm serves marketing, e-commerce, real estate, and professional services clients nationwide, with projected revenue of approximately $1.45M in 2025. The firm operates on a value-billing model with ACH payments, twice-yearly automatic fee increases, and business tax packages averaging approximately $6,800, producing consistent and predictable cash flow.Day-to-day operations are managed by a loyal, well-trained offshore team that handles the full client lifecycle independently. The owner works fewer than 400 hours annually and ... Less

-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

-Cash flow exceeding 50% in 2025-Owner working approximately 1,200 hours annually with a self-sufficient, empowered team-Specialized niche in audit and review services with minimal competition and consistent referral-driven demand-Value billing taken upfront with no accounts receivable-Approximately 20% capacity available for new client growthABOUT THIS PRACTICE: This fully virtual audit and review firm has built a strong market position over nearly a decade serving small to mid-sized businesses across a variety of industries. The practice operates on a value billing model with fees collected upfront, generating consistent cash flow exceeding 50% with virtually no accounts receivable. Annual fee increases support predictable revenue growth year over year.The team is experienced, empowered, and operates with minimal owner involvement at approximately 1,200 hours annually. Low staff turnover and strong referral relationships ... 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

-Cash flow averaging 47% with both owners open to remaining post-sale, one for up to 4 to 5 years-Well-rounded service mix including tax, bookkeeping, audit, reviews, estate work, and payroll-Tenured staff with strong retention and a collaborative, hybrid work environment-Underserved local market with meaningful growth potential across existing and new service linesABOUT THIS PRACTICE:Established for over four decades, this two-partner CPA firm has built a strong reputation for responsive, client-focused service across a well-rounded mix of tax, bookkeeping, audit, and advisory engagements. Clients appreciate the time and care the firm takes to communicate tax changes and provide proactive guidance. The tenured staff operate within a relaxed, hybrid environment and are committed to continuity through the transition.Both owners are open to remaining after the sale, with one willing to stay for up to 4 to 5 years, providing an ... Less