About This Practice
Exceptional staff and clients! This is a highly professional CPA practice with excellent, tenured staff who operate in a collaborative, professional environment with minimal supervision. Many of the clients are similar to SME’s that are typically served by Big 4 or regional firms. There are also many high net-worth individuals. This CPA firm for sale currently has a heavy tax focus with opportunities to provide assurance, more tax planning, and additional advisory services…all of which means that a strategic buyer could quickly multiply the results going forward. Additionally, the firm is located in a dynamic, fast-growing region and has experienced strong growth in recent years. The firm operates in a primarily paperless environment and the team has tech savvy professionals to provide high-level client service. The firm offers tailored business solution packages that include bookkeeping, compilations, tax and advisory. The firm enjoys a reputation for being innovative, responsive, and for providing great service.
Ideal Buyer
The ideal buyer will appreciate the high-quality team and the exceptional clients of this firm. They will also have the capability to add other services to capture the opportunities available. This firm could be a good fit for a variety of buyer profiles. One example would be a firm of a similar size that wants to gain significant synergies by going past the $ 5M mark. Another buyer-type could be a very experienced CPA or group of CPAs (15+ years in public practice) with excellent management experience that can grow this firm to the next level. A buyer who wants to get established in the fast-growing Raleigh Durham market, with a history of excellent client service, a collaborative leadership-style, and great team-building skills would be an excellent match.
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