-Established CPA firm generating over $1.9M in annual revenue
-Strong focus on audits, reviews, and tax services
-Experienced, long-tenured staff with low turnover

Located north of Boston, Massachusetts, this niche CPA practice specializes in non-profit audit and review engagements with a minor focus on HUD elderly housing projects. The hybrid work model allows experienced professionals to operate efficiently from home while maintaining seamless collaboration across the team.

Quote from the Seller - “Our firm has built its reputation on trusted client relationships, advanced audit and accounting services, and consistent year-over-year growth. This acquisition presents an outstanding opportunity for a larger firm seeking to expand its footprint in the Massachusetts market or a practitioner looking to join an experienced team with a loyal, high-quality client base. We are committed to ensuring a smooth transition, complete client retention, and full knowledge transfer to support continued success under new ownership.”

Ideal Buyer:

The firm presents an exceptional opportunity for two primary types of buyers:

1. Emerging Owner(s): This firm is ideal for an experienced CPA (or tandem) currently working within another firm and ready to take the next step into ownership. These buyers likely have a background in non-profit audit, review and tax work, and the leadership skills to guide a capable team. Acquiring this firm provides a turnkey opportunity to step into a profitable, well-structured practice with strong systems and staff already in place.

2. Established Firm Seeking Growth: This is a perfect opportunity for existing firm owners, particularly those with an audit practice or those looking to expand into the non-profit audit and review niche. This acquisition offers immediate scale, stable profitability, and a loyal client base. The current owners are open to discussions with out-of-state buyers, creating additional flexibility for firms seeking to expand their regional or national footprint.

For more information please visit the website entitled PoeGroupAdvisors