-Cash flow consistently over 60%
-Owner hours are only 1,500 per year
-Wait list of new clients
-Amazing referral sources

This completely virtual firm is designed for modern, streamlined operations, with proven systems in place to support a seamless transition for a new owner. The client base is primarily young and tech-savvy, fully trained in virtual workflows, which makes remote service delivery both efficient and effective. Focused on proactive tax planning, the firm plays a key role in helping clients meet their financial goals—all while achieving an impressive cash flow of over 60% with owner hours only 1,500 per year! A contracted bookkeeper assists with overflow work and acts as a reliable referral source, adding to the firm’s organic growth. The current team has the capacity to take on more accounting work, and there's already a waiting list of potential new clients. With a strong concentration in the healthcare sector and ample opportunities to scale, this practice is ideal for a buyer looking to acquire a highly profitable, future-ready firm.

Ideal Buyer:
The ideal buyer should be energetic and ready to take over the owner’s role in maintaining and strengthening client relationships. Experience in the healthcare industry and a strong background in proactive tax planning will be key to effectively serving the firm’s current clients. Multi-state tax knowledge is also a plus, supporting the firm’s diverse client base and positioning it for continued growth across state lines.

For more information please visit the website entitled PoeGroupAdvisors