-There are over 5 CPAs on staff
-Cashflow averaging $750,000 a year
-Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise
-High Fees – Business tax (includes some advisory) is $4,700 and personal tax is $1,400. Tax services make up 74% and other, estate, bookkeeping, and compilations the remainder.
-Owner is open to staying on for the right buyer situation

This well-established CPA firm enjoys a loyal, long-term staff and client base, with a particular strength in real estate clients. The real strength of this firm lies in its exceptional staff, which will provide an incoming owner with rare operational stability. This team is not only productive but deeply invested in client success and firm continuity. The team culture is one of trust, independence, and professionalism—employees are supported with flexibility, full benefits, and ongoing education. A buyer looking for a firm with tenured employees – will not find a harder working, more loyal, and exceptionally credentialed/experienced staff!

The firm holds an exceptional reputation in the community, with demand so high they regularly turn away prospective clients. Their business model, offering clients consistency through a single point of contact each year, has fostered trusted relationships that span decades. With a niche in real estate partnerships, the firm’s consistent growth positions a buyer to benefit significantly from its solid standing and ongoing success. The services provided are in high demand and will give the buyer an opportunity to capitalize on the growth trend that the seller has established. This firm is built on trust, and the staff love to work closely with their clients. Since the staff are seen as trusted advisors, customer leads are brought through referrals, networking, and community involvement.

Ideal Buyer:
The ideal buyer for this opportunity would be an existing local firm with experience in recruiting and the capacity to seamlessly absorb the current client base. A CPA license is required, and the buyer should have expertise in partnership tax issues and the real estate industry. The buyer should maintain this firm’s reputation for delivering high-quality work and exceptional customer service, ensuring client retention. A buyer with strong recruiting skills will excel here as some staff may retire in the next 2-5 years. The high percentage of cashflow should make it easier for a new buyer to make a hire. A business-savvy buyer could expand this consistent growth with intentional marketing efforts. Clients could also really benefit from additional services including more bookkeeping and advisory which would further increase revenue.

For more information please visit the website entitled PoeGroupAdvisors