About This Practice
This is an upscale CPA firm with clients generating up to $20M in revenue, as well as many high net worth individuals. The practice has healthy fees with good growth projected. This firm is very well positioned in the market to provide high-level client service for business owners and individuals. Paperless files and recent system improvements provide a strong foundation for further efficiencies which are now ready to implement.
A buyer with a history of helping clients will succeed here! A CPA with a strong work ethic and motivation to grow the firm should be able to do so through existing referrals from this exceptional client base. The commitment to continue great client relationships will be important. Buyer should be good with people. A minimum of 10 years of experience in public accounting will be helpful. A Buyer who is willing to get involved in the Charlotte business community and continue networking will be able to grow the business nicely.
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