-30+ years serving a loyal base of high-net-worth clients with strong retention
-Consistent annual fee increases driving reliable, predictable revenue growth
-Qualified, self-motivated team operating with minimal owner oversight
-Owner willing to remain part-time post-sale to support a smooth transition

ABOUT THIS PRACTICE:
Established for over three decades, this hybrid CPA firm has built an outstanding community reputation through personalized, relationship-driven service. The practice serves a diverse and growing base of high-net-worth clients across bookkeeping, tax preparation, and select audit engagements, delivered by a capable and experienced team.

Consistent annual fee increases reflect strong client loyalty and solid market positioning, contributing to reliable revenue and predictable growth. The owner is willing to remain part-time post-sale, providing continuity for both staff and clients.

IDEAL BUYER:
The ideal buyer is a CPA with at least five years of experience managing or owning a firm and comfort in a leadership role with regular client interaction. A background in financial planning would be a meaningful advantage, enabling the firm to expand services to an already-engaged, high-net-worth client base. A personable, relationship-focused approach is essential to maintaining the firm's strong client connections.