-Annual Gross Projections for 2025 are $800,000
-Cash flow to owner is rising and year to date is already over 2024-year end
-Well established in the community for over 30 years
-Strong staff and loyal clients
-Owner willing to stay on

This well-established hybrid CPA firm offers personalized in-person service and flexible remote work options. All but one team member have remote capabilities and the team enjoys lots of flexibility in the off season. With a loyal, steadily growing client base and a reputation for responsiveness and quality, the firm is known for its comprehensive offerings, including audits, compilations, and attestation services. The audit work could be carved out for the right purchaser or even delegated to an existing member of the team with audit experience.
Annual fee increases and strong client retention contribute to reliable revenue, while the experienced, self-sufficient team thrives in a supportive, family-friendly environment. The owner is open to remaining involved post-sale, providing continuity and easing the transition for a new owner ready to build on the firm’s strong foundation. This CPA firm is a great deal priced at a 1x multiple of projected gross revenue!

Ideal Buyer:
The ideal buyer is a CPA with at least 5 years of experience managing or owning a firm and is confident in a leadership role with frequent client interaction. A background in financial planning would be a strong advantage, enabling the addition of highly sought-after services. Success in this role will require a personable, relationship-focused approach to maintain and grow the firm’s strong client connections.

For more information please visit the website entitled PoeGroupAdvisors