Sharon Wood

-Consistent Year-Over-Year Growth-2024 Revenue: $962,436 | 2025 Projection: $1,000,000+-Talented and collaborative client-facing staff Located in the Greater Philadelphia Area, this CPA firm has established itself as a trusted partner to a loyaland growing client base by delivering high-quality service, responsive support, and long-term relationship value. The practice serves a mix of small businesses, real estate professionals, and individuals. Operations are highly efficient, supported by cloud-based tools and an experienced, well-aligned team. The firm maintains a client-friendly approach, prioritizing responsiveness, clarity, and proactive communication. Staff enjoy a professional yet relaxed work environment, and client interactions are handled with both expertise and care.This is an excellent opportunity for a buyer seeking a well-run, profitable, and reputable firm with a strong foundation and clear avenues for ... Less

-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner-Established client relationships with steady recurring revenue-Professionally renovated office space with convenient access and ample parking-Great opportunity for a first-time buyerA new owner could take this well-established firm to the next level by building on its strong foundation. The practice serves a diverse client base with a service mix anchored in individual tax preparation, supplemented by bookkeeping, business tax, accounting, and advisory services. Staff are experienced, client-facing professionals who manage a broad scope of responsibilities, allowing the owner to concentrate on high-value billable work and overall firm oversight.Ideal BuyerA consistent revenue mix and loyal client relationships make this Connecticut firm an appealing opportunity for a buyer seeking an established foothold in a strong local market. ... Less

-$819,458 (2024), $825,000 (2025 projection) ~44% Cash to Owner -Stable client base with diverse revenue streams across tax and bookkeeping services -Experienced, client-facing staff with long-term tenure -Cloud-based, secure, and efficient operational infrastructureThis well-established hybrid CPA practice operates with an experienced team, providing a blend of tax preparation, bookkeeping, and advisory services to a loyal client base. The practice uses a cloud-based technology stack, with secure hosting and industry-standard accounting and tax software. The firm has a mix of remote and local staff. While the client base is accustomed to remote interaction, there is an office space with easy accessibility and ample parking, allowing flexibility for the new owner to either maintain the current office, relocate the firm, or take this hybrid firm to a full-cloud model.Ideal Buyer:This practice is well-suited for both a ... Less