-Established commercial real estate niche driving consistent, organic growth
-Revenue grown year-over-year, reaching approximately $2.5M in 2025
-Annual fee increases of approximately 5% implemented consistently
-Two minority partners willing to remain post-sale to support continuity

ABOUT THIS PRACTICE:
This well-established North Carolina CPA firm has built a strong reputation around commercial real estate expertise, serving a loyal and stable client base that has grown entirely through referrals and long-term relationships. Revenue has increased year-over-year, supported by a disciplined approach to annual fee adjustments.

The firm is supported by a tenured team of experienced professionals, including multiple CPAs, operating within a collaborative, high-performing culture. One partner is transitioning to retirement, while two minority partners are open to remaining with the firm to ensure a smooth handoff for clients and staff.

IDEAL BUYER:
The ideal buyer is a CPA or established firm with strong tax expertise and the operational capacity to assume the responsibilities of the retiring managing partner. Prior experience acquiring and transitioning a firm of this size is preferred. The buyer should have the infrastructure to maintain the firm's Triad-area office and support thoughtful staff succession planning. This opportunity is best suited for a larger regional firm with leadership and systems already in place.