-Cash flow to owner exceeding 40% with stable, consistent revenue year over year
-Well-rounded service mix including tax, estate and trust work, audits, and bookkeeping
-All new clients sourced through referrals from attorneys and investment advisors, with no paid advertising
-Tenured team operating independently within a collaborative, low-pressure culture

About this practice:
Established Western North Carolina CPA firm with a strong reputation for personalized, attentive service to a loyal client base of individuals, small businesses, nonprofits, and estates. The practice is primarily tax-focused, with a meaningful concentration in estate and trust work, and serves clients through major life transitions with genuine care and responsiveness.

Consistent annual fee increases provide built-in revenue growth without requiring new client acquisition, and the firm's billing model produces low accounts receivable and strong cash collection. The owner is transitioning to retirement and is motivated to find a buyer who will preserve the firm's relationship-oriented culture.

Ideal Buyer:
The ideal buyer is a CPA with substantial public accounting experience in individual and business tax and a genuine, relationship-driven approach to client service. This practice is not suited for a buyer focused on volume or automation at the expense of personal attention. A buyer with local ties or a connection to the region will be best positioned to earn the trust of a client base that skews toward established families, retirees, and individuals navigating estate and life transition matters. Prior ownership or small-firm experience is a meaningful advantage.