? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%.
? Real-Estate Niche: Deep relationships with developers, contractors, and investors; demand for ongoing tax strategy and financial-advisory support.
? Elite Team & Culture: Credentialed, client-facing staff with long tenure, profit-linked bonuses (~1/3 of managed revenue), and EOS-based collaboration.
? Operational Excellence: Engagement letter model, value pricing, and ACH billing eliminate A/R and maintain strong margins.
? Scalable Platform: Modern tech stack, streamlined workflows, and leadership structure ideal for integration into a larger firm or investor platform.

This is a rare opportunity to acquire 70–100% equity in a firm with institutional-level systems and untapped growth potential. The owner is seeking a larger platform or strategic partner to continue scaling. This practice is ideal for a family office, PE group, or multi-office CPA firm aiming to grow through advisory expansion and acquisitions.

This established CPA firm combines over 20 years of client relationships, a diverse and credentialed team, and a systemized, EOS-driven culture designed for scalability. The practice projects $2.1M in 2025 revenue with 45-50% cashflow to the owner, which is supported by steady fee increases and strategic acquisitions. Nearly 95% of clients are business entities, many in the real estate, construction, and development sectors, giving the firm a strong niche foundation and consistent referral base from mortgage and real estate professionals. Advisory and tax-strategy services are rapidly growing and represent a major value-add opportunity for an incoming buyer. The practice uses value-based billing in which ACH payments are secured upfront. This practice maintains exceptional collections with no receivable risk. The owner operates in a leadership and strategic capacity, supported by an independent, highly engaged staff who manage their client work with minimal oversight.

Ideal Buyer:
The ideal buyer is a growth-minded CPA firm, family office, or PE-backed acquirer seeking a scalable, turnkey platform with proven systems, a loyal business client base, and immediate expansion potential. A buyer with experience in advisory or financial services can accelerate growth by leveraging the firm’s strong real-estate relationships and client demand for broader wealth and tax strategy solutions. Operational leadership and team development skills will be key to continuing the firm’s culture of collaboration, accountability, and efficiency.

For more information please visit the website entitled PoeGroupAdvisors