CPA Firm with Healthy Fees and Dedicated Team Outside Raleigh

About This Practice

*Purchase price pre-approved by lender*

This well-established firm has solidified its position as a trusted advisor for small businesses up to $5 million seeking expert financial guidance. This firm is made up of 55% subscription business services and 43% personal tax, many are related to business owners. The firm offers tailored business service packages that include tax prep & planning, advisory, and bookkeeping.  Their outstanding reputation has attracted a diverse and impressive clientele including attorneys, medical professionals, business owners, and successful retirees (golfers).  The current clients love the preventative nature and personal touch the owner and staff provide, which has led to a strong referral base from existing clients and local professionals. This firm is fully staffed and has exceptional systems in place to maintain efficiency and a steady workflow. Don’t miss the chance to step into this thriving firm with a proven track record of success, for almost 30 years! 

Business owners have expressed their absolute adoration for this level of personalized care, as it enables them to stay ahead of financial challenges with timely and preventative guidance.  Tax planning has been increasing over the years and is a big differentiator in the area. Current clients want more tax planning services; there is unlimited upside! Business clients may want other services such as payroll and financial planning, which would continue to grow the bottom line. The solid fees remain competitive and reflect the excellent value of the services provided. The owner is selective on taking on clients; resulting in sophisticated and prosperous companies. The firm prides itself on maintaining a fully staffed team of dedicated professionals who bring a wealth of expertise to meet their clients’ needs. Any buyer would be fortunate to work with such an amazing team that is as diligent, responsive and caring towards their clients and high-quality work.  

Highlights:

• Over 50% of the revenue is from monthly small business subscription services 
• Exceptional reputation within the community
• Very affluent clients, looking for additional services and financial advising
• Dedicated and trustworthy, long-term staff 
• Business Service Package average is $6,681, personal tax average is $750
• Many clients have been there for decades 

Ideal Buyer:

The ideal buyer will be a strong leader who has at least 7-10 years’ experience in public accounting. This individual not only excels in their technical expertise but also finds genuine joy in their work and a deep sense of fulfillment in helping people navigate their financial complexities. Their commitment to providing top-notch service to clients and their passion for making a positive impact in the lives of others would be a great fit for the culture of this firm. CPA required.  Owner has previous audit and tax experience which helps with the thorough and personalized returns. A buyer will want to take a proactive and preventive approach with helping clients.   

The ideal Buyer will also have strong general business experience including team management and development. Clients and staff are familiar with a personal and caring environment; the right-fit Buyer will have the qualities that will continue to foster this type of setting and approach. The owner and staff provide excellent service, communication, and timely work; a Buyer who provides these same approaches will relate well to clients and staff who are familiar with the same. The owner provides autonomy to their capable staff while at the same time welcomes collaborative work; the ideal Buyer will recognize the strength of the team and each staff member. The owner invests into and supports their team through ongoing education.