About This Practice
This is an excellent Charlotte, NC Accounting Practice for sale specializing in small to medium sized businesses and their owners. The Practice has an emphasis in business consulting and tax planning. The firm takes a pro-active approach with clients in terms of tax planning which is encouraged with all clients… and the result is that there is a lot of year-end tax planning done. There are numerous highly successful clients who need help growing their businesses. Some of these clients have quite large entities. There is also a dependable, capable team in place with excellent office space and room to grow. The firm stays relatively steady throughout the year, so cash flow is fairly even for an accounting firm. The net cash flow to owner is very strong in this practice.
IDEAL BUYER
A CPA who wants to focus on general business consulting could do extremely well with this client base. The business clients are of a size and nature to engage the firm for all sorts of value-added services. The buyer will need to have a fairly strong tax background with experience serving entrepreneurial, growing and successful business owners. The owner will need to be personable and able to manage a small staff. The client base is diverse, but real estate taxation experience would be helpful.
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