-Exceptional team: 3 CPAs, most staff 10-37 years tenure
-Cash flow exceeding 40%
-60+ years of established community reputation

Established more than 60 years ago, this well-respected CPA firm offers a rare opportunity to acquire a practice with deep community roots, exceptional client service, and long-tenured staff. Serving a diverse client base, the firm has maintained steady, sustainable growth through a disciplined and selective approach to client acquisition that preserves its strong office culture. Stability is a defining feature of the practice, with most team members having been with the firm for over a decade, contributing to consistent service delivery and institutional knowledge. The four owners each work approximately 1,600 hours annually, and the firm generates cash flow margins exceeding 40%, supported by annual fee increases and efficient operations that are now 90% paperless. For continuity and ease of transition, one owner is willing to remain with the practice on a part-time basis, making this an attractive opportunity for a buyer seeking a proven, profitable, and well-run firm with room for strategic growth.

Ideal Buyer:
The ideal buyer is client-focused, community-oriented, and values taking the time to educate and guide clients. The firm offers flexibility for remote ownership, allowing a buyer to reside outside the firm’s physical location while maintaining effective operations. To support a smooth transition, one owner is willing to remain on a part-time basis. This practice would also serve as an excellent satellite office for a larger firm looking to expand its footprint.

For more information please visit the website entitled PoeGroupAdvisors