-Owner working fewer than 2,000 hours annually with cash flow around 40%
-Long-tenured client base built on personalized, concierge-style service
-Experienced, client-facing staff with capacity to support additional work
-Consistent profitability with opportunity to expand service offerings and grow revenue

ABOUT THIS PRACTICE: This well-established CPA firm has built a loyal client base through long-term relationships and a highly personalized approach to service. Clients value the firm's accessibility and attentive service model, contributing to strong retention and consistent referrals. The experienced staff is capable, client-facing, and has capacity to absorb additional work without adding overhead.

With the owner working fewer than 2,000 hours annually and cash flow margins around 40%, the practice delivers operational efficiency and consistent profitability. This is a strong opportunity for a buyer looking to step into a trusted, well-run firm with room for continued growth.

IDEAL BUYER: The ideal buyer is a CPA ready to invest in strategic marketing and community engagement to expand an already solid foundation. Opportunities exist to broaden the client base, deepen existing relationships, and bring additional service work in-house to increase revenue. A buyer comfortable with a personalized, relationship-driven service model will find a natural fit with this firm's culture and client base.