• Young, energetic owner committed to staying 10+ years to run and grow the firm.
• Selling 70–100% equity, with plans to offer key employees an ownership stake.
• 3+ CPAs on staff and over 20 employees.
• High-net-worth clients with strong loyalty and consistent referrals.
• 78% of services tied to business clients.

This firm is seeking a buyer to purchase between 70–100% equity and continue scaling in South Carolina alongside the young owner. Services are comprised of 78% business services—including tax, bookkeeping, and advisory—and 22% personal tax.
The foundation is built for scale: standardized workflows, advanced cloud-based systems, and a team capable of operating with minimal supervision. Revenue is diversified across tax, compliance, and advisory engagements, with premium pricing supported by long-term client relationships and consistent referral sources. The current structure already supports 48% revenue margins in early 2025, with untapped capacity for growth without increasing costs. This is a plug-and-play platform ready for expansion, with an owner prepared to stay on long-term.
The owner has strategically acquired several firms previously, including one in 2020 and another in 2024, with plans for continued expansion.
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Skilled Workforce
The firm has a dedicated team of over 20 employees. Staff members possess expertise across multiple tax and accounting disciplines, enabling the firm to efficiently handle specialized client requests. The team includes more than three CPAs and several former CPA owners.
The owner places trust in employees to deliver top-quality work, with day-to-day operations delegated so the practice runs with minimal supervision. During the off-season, the office closes on Fridays, promoting work-life balance while maintaining productivity. All employees are client-facing, and the collaborative environment minimizes hierarchy.
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From a Buyer’s Perspective
This is a plug-and-play platform positioned for:
• Organic expansion through targeted marketing, fee optimization, and service line additions (CFO services, M&A tax strategy, financial planning).
• Operational efficiencies via centralized back-office functions, vendor consolidation, and advanced automation.
• Bolt-on acquisitions of smaller niche firms, leveraging the current infrastructure to immediately absorb additional revenue.
The current owner’s willingness to remain in a strategic growth and relationship role ensures cultural continuity and smooth integration during scale-up—critical for maintaining client retention and service quality. The owner has already identified three firms in the area that would be an ideal fit for future acquisition.

Ideal Buyer:
The firm’s foundation is designed for scale: standardized workflows, advanced cloud-based systems, and a team capable of operating with minimal oversight. The owner currently serves in a leadership and strategic role and seeks a buyer who can accelerate growth, drive acquisitions, and enhance efficiencies.
The ideal buyer will be business-savvy, a proven leader, and experienced in operations and strategic business development. The firm’s “execute and repeat” structure is polished and ready to expand.
This is an extraordinary opportunity—a rare combination of quality clients, superior processes, skilled staff, and an accomplished owner eager to scale and continue leading the business. The practice would be a strong fit for entrepreneurs, investors, or private equity buyers seeking a capable partner, as well as for a South Carolina firm looking to expand.

For more information please visit the website entitled PoeGroupAdvisors