-Owner hours less than 2,000
-Cash flow approximately 50%
-Staff has capacity for new work

This well-established firm is built on long-term client relationships and a highly personalized, concierge-style approach to service. The client base is diverse, spanning industries such as construction, real estate, and restaurants. Clients value the open-door policy of this firm, often choosing to drop off and pick up documents at the office. The experienced staff is capable, client-facing, and has the capacity to support additional work. With the owner working fewer than 2,000 hours annually and cash flow around 40%, the practice delivers both operational efficiency and consistent profitability. This makes it an excellent opportunity for a buyer looking to step into a trusted, well-run firm.

Ideal Buyer:
This CPA firm offers strong growth potential for a buyer ready to invest in strategic marketing and community engagement. With a solid foundation already in place, there’s ample opportunity to expand the client base and broaden service offerings. While some financial planning services are currently provided, this area is ripe for significant growth. Additionally, U.S. tax return work is currently referred out for certain clients; bringing this work in-house would immediately increase revenue and deepen existing client relationships.

For more information please visit the website entitled PoeGroupAdvisors