-Cash flow exceeding 50% with owner working approximately 1,050 hours annually
-Loyal client base with many relationships spanning decades
-Strong real estate niche serving high-net-worth professionals
-Paperless operation with remote capabilities and consistent year-over-year revenue growth

ABOUT THIS PRACTICE: This well-established CPA firm has built a loyal, long-term client base through a commitment to personalized service and in-depth accounting and advisory work. The practice serves a high-net-worth client base with a strong focus on real estate, delivering customized guidance and expert service that has produced exceptional client retention over many years.
The firm operates efficiently with the owner working approximately 1,050 hours annually, remote capabilities for staff and ownership, and a paperless workflow. Revenue has grown consistently year over year with cash flow margins exceeding 50%, and no formal marketing in place, leaving meaningful opportunity for a growth-oriented buyer.

IDEAL BUYER: The ideal buyer is a CPA with strong technical tax experience and an interest in community involvement. A buyer with larger firm experience would be well-positioned to grow this boutique practice in an active and expanding market.