Highlights:
-Purchase price pre-approved by lender
-$275,000+ cash flow with fewer than 2,000 owner hours annually
-57% of clients with the firm 13+ years - exceptional retention
-Loyal CPA contractor of 26 years wants to remain with new owner
-Flexible schedule with remote work in the off-season


Established in 1990, this Greensboro CPA firm has built its reputation the old-fashioned way: by genuinely looking out for clients and taking the time to understand their needs. The practice is known for personalized service and strong relationships, with 57% of clients having been with the firm for 10 years or more. The client base is well-diversified across real estate, construction, retail, food service, and health industries, with a strong niche in real estate that a knowledgeable buyer can leverage and grow.

The practice runs efficiently with the owner working fewer than 2,000 hours annually and generating $275,000 in cash flow. A loyal CPA contractor with 26 years of tenure handles tax returns, consulting, and bookkeeping, and wants to stay on with a new owner. Staff works in-office during tax season and remotely in the off-season, creating a productive rhythm that works well for everyone. This CPA firm is a fantastic opportunity for a buyer to step into an already thriving firm and scale it further!

Ideal Buyer:
The ideal buyer is a personable professional who values building and maintaining strong client relationships. They should have the ability to listen closely to clients' needs and possess the industry knowledge necessary to prioritize clients' well-being in every decision. With at least five years of experience in public accounting and a strong understanding of the real estate sector, Section 1031 exchanges, and multi-state taxes, the buyer will be well-positioned to continue the firm's tradition of exceptional, client-focused service while leveraging their skills to support and grow the client base.

For more information please visit:
https://poegroupadvisors.com/practice/nc2092/