Brannon Poe

-Revenue approaching $1.8 Million for 2026, with growth driven entirely by referrals and no paid advertising, Firm has grown over $200,000 in revenue for the last 2 years-Cashflow is estimated at $650,000 and increasing with annual price increases of 15% with exceptional retention -Firm reviews thousands of returns-Long-tenured staff, with several team members on board for two decades or more-Minority Owner wants to stay on 5 years ABOUT THIS PRACTICE:This high-volume tax practice serves an established niche with revenue approaching $1.8M for 2026. Growth has come entirely through referrals, with no paid marketing, and the practice continues to operate at full capacity. Fees have been increased in each of the past three years with minimal client attrition, and pricing remains below market even after these increases, leaving room for a new owner to continue building on this momentum. The team is tenured and entirely ... Less

-Cash flow to owner exceeding 50%, with owner hours at less than 1,000 annually-Loyal, multi-generation client base built over many years, with no single client exceeding 5% of revenue-Client-facing team capable of handling the majority of engagement work independently-Practice could operate fully virtually, offering flexibility for a remote or hybrid buyerABOUT THIS PRACTICE:This hybrid full-service CPA practice has served a loyal, multi-generation client base for many years, offering compilation and corporate tax, personal tax, US tax returns for Canadian residents, trust returns, and bookkeeping and controllership services. Revenue has held steady at approximately $475,000 to $500,000 annually with cash flow to owner consistently exceeding 50% and owner hours of less than 1,000 per year. The team handles the majority of client-facing work, and the current owner has intentionally kept the practice at its present size rather ... Less

-Deep-rooted client base with strong ties to specialized niche-Consistent, referral-driven growth with a steadily expanding corporate roster-Revenue growing consistently, with 2026 projected in excess of $1.2M-Owner hours are around 1,800 annually and has flexibility to stay on for a reasonable transition periodAbout This Practice: This full-service tax, bookkeeping, and compilation practice has built deep roots in the local specialized niche. The firm continues to grow steadily through word of mouth, adding new corporate clients each year alongside consistent personal tax growth, with revenue projected to exceed $1.2M for 2026. Workflow is well organized across a dedicated bookkeeping team and a separate group handling corporate returns and compilations, with the owner providing final review. The practice maintains a relaxed, family-first culture with strong staff retention and is still accepting new clients, unlike many peer ... Less

-Steady revenue of approximately $1.4M, consistent over the past two years-Currently turning away new client inquiries weekly due to capacity-Experienced, tenured accounting team with minimal turnover and deep institutional knowledge-Time-based billing with regular fee increases supports strong, predictable cash flowABOUT THIS PRACTICE:Well-established CPA firm has built a loyal client base of individuals and small businesses across the central North Carolina coast, with particular depth in restaurants, retail, real estate, legal, and construction-related industries. Revenue has remained steady at approximately $1.4M over the past two years, supported by an experienced, tenured team that handles the majority of client work with minimal owner involvement in day-to-day preparation. New client acquisition was intentionally paused as the firm reached staff capacity, and demand has remained strong since, with the practice regularly ... Less

-Owner hours only 200-Approximately 80% of revenue comes from recurring engagements-Value-pricing model targets 70% to 80% margins with minimal accounts receivable-Cash flow over 70%About this practice:This fully virtual advisory firm provides fractional CFO leadership, tax advisory, M&A advisory, capital-raising support, valuations, and financial clean-up services to a diversified base of privately held companies across the United States. Approximately 80% of revenue comes from recurring engagements, with the remainder from project-based advisory work, supported by an experienced, contractor-based team that includes multiple CFOs and senior accounting staff. Team capacity is currently underutilized, giving a buyer room to grow revenue across the existing client base without immediately adding headcount. Leadership has expressed interest in continuing with the right buyer, offering meaningful transition support and continuity. ... Less

-Owner hours are zero-Fully remote-capable staff-Stable revenue with several strong opportunities for growth (including within the medical community), 2026 projected at approximately $1M-Self-sufficient team led by an operations manager-Staff has additional capacity and can take on 20% more work-New referral partnership still ramping, with additional revenue expected as it maturesABOUT THIS PRACTICE:This CAS firm provides tax preparation, bookkeeping, and advisory services to a loyal base of high-net-worth individuals, including physicians and entrepreneurs. Revenue has grown consistently in recent years, with 2026 projected at approximately $1M, supported by a newly established referral partnership that is still in its early stages. The firm operates on a fully delegated, high-autonomy staff model with a dedicated operations team managing client communications, service delivery, and systems, requiring minimal owner ... Less

-Revenue stable in the $2.4M to $2.5M range annually, with 2026 collections tracking ahead of prior year pace-Tenured team with several members having been with the firm for over a decade-All new business sourced through referrals from attorneys, financial advisors, and bankers, with no paid advertising-Meaningful depth in international and foreign compliance, an area where few regional practices have comparable capability-Immediate cross-selling opportunities in wealth advisory and cost segregation within the existing client baseABOUT THIS PRACTICE:This well-established multi-partner CPA firm has built a long-standing reputation for deeply personalized service across a diverse client base that includes manufacturers, medical practices, construction companies, nonprofits, real estate entities, and high-net-worth individuals. Revenue has held consistently in the $2.4M to $2.5M range annually, supported by regular fee ... Less

-Cash flow to owner exceeding 40% with stable, consistent revenue year over year-Well-rounded service mix including tax, estate and trust work, audits, and bookkeeping-All new clients sourced through referrals from attorneys and investment advisors, with no paid advertising-Tenured team operating independently within a collaborative, low-pressure cultureAbout this practice:Established Western North Carolina CPA firm with a strong reputation for personalized, attentive service to a loyal client base of individuals, small businesses, nonprofits, and estates. The practice is primarily tax-focused, with a meaningful concentration in estate and trust work, and serves clients through major life transitions with genuine care and responsiveness.Consistent annual fee increases provide built-in revenue growth without requiring new client acquisition, and the firm's billing model produces low accounts receivable and strong cash ... Less

-100% monthly subscription billing, Average fees are around $40,000-Owner cash flow projected to exceed $400,000 in 2026, with a trailing twelve-month trajectory well ahead of prior year-Owner works approximately 800 hours annuallyAbout this practice:Established for over two decades, this fully virtual accounting firm serves a concentrated client base of organizations within a defined specialty sector, providing monthly accounting, controller-level services, accounts payable, payroll processing, and CFO-level advisory. The practice does not prepare tax returns, positioning it as a recurring-revenue accounting partner with consistent, year-round cash flow.All new business has come through referrals, and the firm's reputation within its niche is built on technical depth and consistent delivery. A deliberate transition to a hybrid onshore/offshore staffing structure is the primary driver behind improving cash flow margins, with ... Less

-Consistent revenue growth for over 30 years, reaching approximately $760,000 in 2025-Fully remote, self-directed team with strong tenure and detailed policies and procedures documentation-Diverse client base spanning medical professionals, real estate investors, construction, and small businesses-Value-based pricing with regular fee increases applied across the client baseThis fully virtual CPA firm offers tax, accounting, bookkeeping, and payroll services to a diverse client base across the US and internationally. Approximately 50% of revenue is derived from business tax, bookkeeping, and payroll services. All preparers are assigned to specific clients, building the long-term relationships that drive retention and referrals.The fully remote team is self-directed and deeply familiar with their assigned client bases. A detailed policies and procedures manual reduces key-person dependency and supports a smooth transition.Ideal ... Less

-Current owners work just 30 hours annually, with experienced on-site management handling all day-to-day operations-40+ year established practice with a loyal, long-tenured client base-Diverse full-service mix: bookkeeping, personal and business tax, audits, compilations, reviews, estate returns, and payroll-2026 collections tracking ahead of the prior year; revenue consistent around $1MThis full-service CPA firm has built a stable, loyal client base over more than 40 years, with many client relationships spanning multiple decades. Experienced on-site management handles client relationships, workflow, and business development, making this a genuinely self-sufficient practice with current owners working just 30 hours annually.Revenue has held consistently around $1M in recent years, with 2026 collections tracking ahead of the prior year. The buyer can be located anywhere with minimal on-site presence required.IDEAL BUYER: The ... Less

-Approximately 600 active clients with consistent revenue growth year over year-Cash flow exceeding 40% in 2025-Monthly bookkeeping clients represent 46% of revenue, providing a strong recurring revenue base-Firm consistently receives more referral inquiries than it can accept, with no formal advertisingThis established, full-service CPA firm has built a strong reputation for responsive, personalized service to a loyal client base spanning contracting, restaurants, retail, and services. The firm offers tax preparation and planning, accounting, bookkeeping, payroll, and workers' compensation audits, with monthly clients receiving proactive tax planning as part of their engagement.The majority of monthly clients are billed on fixed-price agreements charged automatically, providing predictable recurring revenue. The team operates independently within a collaborative, low-drama environment, with documented SOPs on every client ... Less

-30+ years of referral-only growth across a diverse industry client base-Revenue stable at approximately $1.38M for three consecutive years-$548,100 cash flow at a 40% margin in 2025-Both partners willing to stay in producing roles through transitionABOUT THIS PRACTICE:This full-service CPA firm has built a strong reputation over 30 years through consistent, relationship-driven service, with many client relationships spanning 15 or more years. All growth has come through referrals, with no formal advertising. Annual fee increases are implemented consistently, supporting steady profitability without relying on new client acquisition.Revenue has remained stable at approximately $1.38M over three consecutive years, with a 2026 projection of $1.4M and cash flow of $548,100 at a 40% margin. The service mix spans personal and business tax, bookkeeping, and payroll. Both partners are committed to remaining in producing roles through ... Less

- ~35% cash to owner (2025), ~40% cash to owner (2026 projection)- $943,060 (2025) with projected growth to $1,075,000 (2026)- Hybrid operating model with both in-office staff and several remote CPAsThis established CPA firm serves a loyal base of individual and business clients with a balanced mix of services including tax preparation, accounting, and bookkeeping. The practice has developed a strong reputation for delivering reliable, high-quality service and maintaining long-standing client relationships.Operations are efficient and well-structured, supported by a hybrid model that includes a physical office presence alongside a team of experienced CPAs who work remotely and engage with clients virtually. The firm utilizes a proven technology stack, including QuickBooks Online, Lacerte, and Canopy, allowing for seamless remote collaboration while maintaining consistency in workflow and client service. The owner works ... Less

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven client base across small and mid-sized businesses, real estate, manufacturing, professional services, and individual clients connected to those businesses. The seller has been deliberate about the composition of the client book, focusing on quality of fit, pruning problem clients, and turning away poor matches to protect the firm’s standards. The result is a clean, well-curated practice with strong margins, low client concentration, and decades-long client relationships.A defining feature of the firm is its structured advisory model, developed over the past several years using a recognized national framework and standardized into a meaningful share of revenue. The advisory program now represents approximately 20% of the revenue. The ... Less

-Established specialty audit niche built entirely through referrals over 30+ years with no formal marketing-Fixed-fee billing collected in advance with virtually zero accounts receivable and WIP at year end-Cash flow exceeding 36% in 2025 on approximately $1.1M in revenue-Tenured team operating with full autonomy and capacity to absorb additional engagementsABOUT THIS PRACTICE:Established for over three decades, this fully virtual audit firm has built a strong referral network and loyal client base through consistent, technically precise work within a highly regulated specialty niche. All new business has come through introductions from financial advisors, third-party administrators, and CPA firms, with a small number of active referral sources generating consistent client flow.The firm operates on a fixed-fee model with fees established annually and billed in advance, producing highly predictable revenue and virtually no ... Less

-Cash flow exceeding 40% in 2025-Higher-than-average fees across all service lines-Remote-capable operations with cloud-based systems-1,800 owner hours annually with flexible scheduleABOUT THIS PRACTICE:This full-service CPA firm has built a solid reputation serving a diverse mix of small businesses and individuals with bookkeeping, tax, and accounting services. The practice operates efficiently with cloud-based systems and a loyal, stable team, with the owner working approximately 1,800 hours annually while maintaining cash flow margins exceeding 40%.Remote operations are fully supported, though the current model includes in-office availability for clients who prefer in-person service. With above-average fees, low owner hours, and an established client base in a desirable location, this is a strong opportunity for a CPA looking to establish an independent practice or add a satellite office.IDEAL BUYER:The ideal buyer is a CPA ... Less

-Revenue grown 32% over two years, reaching approximately $1M in 2025 with a 2026 projection of $1.1M-Cash flow exceeding 43% in 2025-Monthly business advisory clients driving recurring, predictable revenue-Personal tax returns averaging over $1,000 with annual fee increases of 3-5%ABOUT THIS PRACTICE:Established within the last several years, this full-service CPA firm serves a diverse base of business and individual clients with a deliberate focus on business advisory and monthly client services that has driven rapid, organic revenue growth. An expanding monthly bookkeeping and advisory segment now represents a meaningful share of total revenue, with billings tracking ahead of the prior year pace into 2026.The owner is transitioning to retirement and is looking to exit after a brief transition period.IDEAL BUYER:The ideal buyer is an experienced CPA with at least 10 to 15 years in public accounting who brings both technical ... Less

-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 continuityABOUT 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 ... Less

-Owner works approximately 260 hours annually with a strong leadership team managing day-to-day operations-Value-based subscription model with built-in annual fee increases and 97% recurring revenue-Revenue growing toward $1.6M in 2026 with significantly improved cash flow margins-Modern tech stack with documented systems, standardized workflows, and a scalable team structureABOUT THIS PRACTICE:Established in 2011, this fully virtual Client Advisory Services firm has built a profitable, scalable platform serving high-growth companies across several industries. The firm operates on a premium subscription model with billing conducted in advance of work performed, generating highly predictable recurring revenue with no tax work. A seasoned leadership team manages day-to-day operations, with the owner focused primarily on strategic initiatives at approximately 260 hours annually.Revenue is growing toward $1.6M in 2026 with ... Less

-100% value-based subscription pricing model generating fully predictable monthly recurring revenue-Cash flow improved by over 30% in the past 24 months through disciplined operational focus-Senior-level team with Big 4 backgrounds serving early-growth and growth-stage companies-Existing capacity to absorb additional client volume without increasing overheadABOUT THIS PRACTICE:This fully virtual CFO and FP&A firm specializes in high-level financial leadership for venture-backed and scaling companies, guiding clients through debt and equity financing, rapid growth, M&A transactions, and exits. Premium pricing is supported by specialized expertise and high-touch CFO-level relationships with a carefully selected North American client base.Operations run efficiently with minimal owner involvement, supported by a seasoned team of senior professionals, many with Big 4 backgrounds, and a comprehensive cloud-based tech infrastructure. ... Less

-Fully staffed with long-tenured professionals deeply committed to client success-Value billing model with fees collected at time of service and minimal accounts receivable-Revenue projected at approximately $1.1M for 2025-One partner willing to stay on post-close for the right buyerABOUT THIS PRACTICE: This reputable CPA firm has built a strong community reputation through personalized accounting solutions and enduring client relationships. The practice offers a full suite of services including monthly accounting, bookkeeping, payroll, tax planning, and tax preparation, with each engagement tailored to the individual client.The firm's long-tenured team is its greatest asset, with experienced professionals who are deeply committed to client success and capable of remote operations. Value billing with fees collected at the time of service results in minimal accounts receivable and strong, predictable cash flow.IDEAL BUYER: The ... Less

-15+ tenured and loyal staff with deep institutional knowledge-Full-service practice: tax compliance, audit and assurance, and estate and trust work-Loyal client base spanning individuals, family-owned businesses, nonprofits, and closely held entitiesABOUT THIS PRACTICE:Established for several decades, this three-partner CPA firm has been a trusted financial resource across two New England communities, serving a diverse and loyal client base. The firm is known for attentive, relationship-driven service and has maintained long-standing client relationships built on consistent, high-quality work.The practice benefits from strong regional ties, recurring revenue, and a tenured team with deep institutional knowledge. All three partners are open to supporting a transition to ensure continuity for staff and clients.IDEAL BUYER:The ideal buyer is an established CPA firm with the resources, systems, and operational infrastructure to ... Less

-One CPA partner willing to stay on to run daily operations-Nearly 100% paperless with efficient, scalable systems-Annual fee increases already in place providing predictable revenue growth-Young, productive team with low turnover and a strong collaborative cultureABOUT THIS PRACTICE:This full-service CPA firm has built a strong local reputation delivering bookkeeping, tax preparation, and attest work with a genuine client-first approach. The client base is diverse across small businesses and individuals, and the office operates on efficient, scalable systems with annual fee increases already in place.The team culture is a standout feature of this practice. Leadership emphasizes mentorship and professional development, and the firm's employee-friendly policies have produced a loyal, engaged team with low turnover. One CPA partner is willing to remain to handle day-to-day operations, allowing for flexible ownership involvement ... Less

-Tenured team with most staff having been with the firm for over a decade-Cash flow exceeding 40%-60+ years of established community reputation-Owners willing to remain on a part-time basis to support a smooth transitionABOUT THIS PRACTICE:Established for over six decades, this well-respected CPA firm offers a rare opportunity to acquire a practice with deep community roots and long-tenured staff. The firm has maintained steady, sustainable growth through a disciplined and selective approach to client acquisition that preserves its strong office culture. Operations are highly efficient and largely paperless, supported by annual fee increases and consistent service delivery built on deep institutional knowledge.One owner is willing to remain with the practice on a part-time basis, making this an attractive opportunity for a buyer seeking a profitable, well-run firm with room for strategic growth.IDEAL BUYER:The ideal buyer is ... Less

-Cash flow exceeding 50% on a lean, efficiently operated practice-Loyal, high-net-worth client base built entirely through referrals-Diverse industry mix including medical professionals, real estate clients, and entrepreneursABOUT THIS PRACTICE:Established for over two decades, this boutique CPA firm has built a strong reputation for personalized, high-quality service across a diverse range of industries. The firm caters primarily to high-net-worth individuals who value trusted financial guidance and long-term partnership, with deep client loyalty and consistent referrals driving organic growth.The practice is financially sound, efficiently operated, and well-positioned for a buyer looking to step into a stable, profitable firm with a sophisticated client base and room for continued growth.IDEAL BUYER:The ideal buyer is an experienced CPA with strong technical expertise in tax strategy and financial advisory services and a ... Less

-Cash flow margins of 40-60% with owner working fewer than 400 hours annually-25%+ average annual growth driven by twice-yearly automatic fee increases and a value-billing model-Highly independent offshore team managing the full client lifecycle with minimal owner involvement-Service mix of business tax, bookkeeping, and tax planning with strong recurring revenueABOUT THIS PRACTICE:This fully virtual CAAS firm serves marketing, e-commerce, real estate, and professional services clients nationwide, with projected revenue of approximately $1.45M in 2025. The firm operates on a value-billing model with ACH payments, twice-yearly automatic fee increases, and business tax packages averaging approximately $6,800, producing consistent and predictable cash flow.Day-to-day operations are managed by a loyal, well-trained offshore team that handles the full client lifecycle independently. The owner works fewer than 400 hours annually and ... Less

-Well-established real estate niche with a loyal, high-net-worth client base-Projected revenue of approximately $1.7M for 2025-Personalized, high-touch service model with strong market presence-Steady year-over-year growth driven by referralsABOUT THIS PRACTICE: This boutique CPA firm has built a strong reputation serving high-net-worth individuals and businesses with a well-established niche in real estate. The practice operates with a personalized service model focused on quality over volume, supporting steady year-over-year growth and a loyal, long-tenured client base.Revenue is projected at approximately $1.7M for 2025, reflecting consistent demand and a strong market position in one of Southern California's most desirable submarkets. The firm is well-positioned for a buyer seeking a refined, profitable practice with room for continued growth.IDEAL BUYER: The ideal buyer is a CPA who takes a hands-on approach to client ... Less

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000-Value billing-Located in a high-growth area-Audit average fees are $40,000-2024 was $1,020,958 and 2025 Projection is $1,200,000This established CPA firm has built a strong reputation in the community for over 30 years and is strategically located in a fast-growing area with minimal competition. New client inquiries arrive daily, fueling a diverse and expanding client base across various industries, including manufacturing, medical management, and non-profit organizations. Service offerings are well-balanced, with 40% audit, 38% tax, 18% bookkeeping & payroll, and 4% other services. With an impressive 60% cash flow margin, the firm combines operational efficiency with outstanding profitability. This is a rare opportunity to acquire a highly respected practice in a booming market, offering immediate stability and significant potential for ... Less

-Owner working fewer than 2,000 hours annually with cash flow around 40%-Long-tenured client base built on personalized, concierge-style service-Experienced, client-facing staff with capacity to support additional work-Consistent profitability with opportunity to expand service offerings and grow revenueABOUT THIS PRACTICE: This well-established CPA firm has built a loyal client base through long-term relationships and a highly personalized approach to service. Clients value the firm's accessibility and attentive service model, contributing to strong retention and consistent referrals. The experienced staff is capable, client-facing, and has capacity to absorb additional work without adding overhead.With the owner working fewer than 2,000 hours annually and cash flow margins around 40%, the practice delivers operational efficiency and consistent profitability. This is a strong opportunity for a buyer looking to step into a ... Less

-Over 35% annual revenue growth with strong new client pipeline already secured for 2026-90%+ of revenue from recurring bookkeeping and compilation services-2026 cash flow projected to exceed 35%-Tenured team with capacity in place to onboard additional clients without operational strainABOUT THIS PRACTICE:This fully virtual CPA firm serves owner-managed companies and has achieved consistent, rapid revenue growth entirely through referrals and organic channels. The recurring revenue base provides strong stability and predictability, with the majority of work delivered through cloud-based systems and proven workflows.The firm has been strategically building team capacity to support continued growth, making this a turnkey operation well-positioned for a buyer looking to step into a modern, scalable practice with momentum already in place.IDEAL BUYER:The ideal buyer is a seasoned accounting professional with strong technical ... Less

-Owner working fewer than 2,000 hours annually with cash flow around 40%-Long-tenured client base built on personalized, concierge-style service-Experienced, client-facing staff with capacity to support additional work-Consistent profitability with opportunity to expand service offerings and grow revenueABOUT THIS PRACTICE: This well-established CPA firm has built a loyal client base through long-term relationships and a highly personalized approach to service. Clients value the firm's accessibility and attentive service model, contributing to strong retention and consistent referrals. The experienced staff is capable, client-facing, and has capacity to absorb additional work without adding overhead.With the owner working fewer than 2,000 hours annually and cash flow margins around 40%, the practice delivers operational efficiency and consistent profitability. This is a strong opportunity for a buyer looking to step into a ... Less

-Cash flow exceeding 50% in 2025-Owner working approximately 1,200 hours annually with a self-sufficient, empowered team-Specialized niche in audit and review services with minimal competition and consistent referral-driven demand-Value billing taken upfront with no accounts receivable-Approximately 20% capacity available for new client growthABOUT THIS PRACTICE: This fully virtual audit and review firm has built a strong market position over nearly a decade serving small to mid-sized businesses across a variety of industries. The practice operates on a value billing model with fees collected upfront, generating consistent cash flow exceeding 50% with virtually no accounts receivable. Annual fee increases support predictable revenue growth year over year.The team is experienced, empowered, and operates with minimal owner involvement at approximately 1,200 hours annually. Low staff turnover and strong referral relationships ... Less

-Premium fee structure: personal tax returns averaging $3,722 and business returns averaging $7,500-Loyal client base with many relationships spanning decades-Tenured, credentialed team with a collaborative, family-like culture-Owner willing to remain part-time for a couple of years to support a smooth transitionABOUT THIS PRACTICE:Established for over three decades, this DC Metro CPA firm has built a loyal client base drawn by high-quality work and strong client service. The firm carries deep expertise in tax compliance, including a meaningful concentration of clients with international ties, and serves a diverse mix of business and individual clients across publishing, real estate, and private equity. Premium average fees reflect the technical complexity of the work and the caliber of the team delivering it.The tenured staff are a defining strength of the practice, operating within a collaborative, family-like environment ... Less

-30+ years serving a loyal base of high-net-worth clients with strong retention-Consistent annual fee increases driving reliable, predictable revenue growth-Qualified, self-motivated team operating with minimal owner oversight-Owner willing to remain part-time post-sale to support a smooth transitionABOUT THIS PRACTICE:Established for over three decades, this hybrid CPA firm has built an outstanding community reputation through personalized, relationship-driven service. The practice serves a diverse and growing base of high-net-worth clients across bookkeeping, tax preparation, and select audit engagements, delivered by a capable and experienced team.Consistent annual fee increases reflect strong client loyalty and solid market positioning, contributing to reliable revenue and predictable growth. The owner is willing to remain part-time post-sale, providing continuity for both staff and clients.IDEAL BUYER:The ideal buyer is a ... Less

-Cash flow was $656,000 in 2024-Experienced leadership team and highly skilled staff-20% additional capacity available (CAS and Tax) with the current team for easy growth-Premium pricing model—Bookkeeping average fee of $17,932-Strong client retention with a carefully curated client base-CAS services at 66% and tax services at 23% and 11% otherEstablished for over 15 years, this CAS and CPA firm is supported by a dedicated, long-term staff known for their reliability and deep industry expertise. This firm maintains strong cash flow, with services that include 66% bookkeeping, 23% tax, and 11% other. A key strength is its highly automated workflow system, which drives efficiency, ensures thorough documentation, and reflects a core philosophy of streamlining every process! The client portfolio has been strategically refined to maximize revenue, ensure strong client relationships, and foster an enjoyable, rewarding work-life ... Less

-Rare specialty niche in VAT compliance and advisory services with minimal direct competition-Established client base including Fortune 500 and large multinational companies-Staff tenure averaging 15+ years with deep institutional knowledge and strong client relationships-Revenue projected at approximately $1M for 2025, with capacity for additional growth-Owner willing to stay on through transitionABOUT THIS PRACTICE: This well-established VAT advisory firm has served as a trusted resource for U.S. and Canadian companies navigating international VAT obligations across Europe, the UK, Japan, and Australia for over 30 years. Many clients work with large national firms for general tax and audit services but rely on this practice exclusively for its VAT expertise, reflecting a defensible niche with strong client loyalty and minimal competition.The firm operates efficiently with a long-tenured, experienced team and an established ... Less

-Steady year-over-year revenue growth backed by a reputation for consistent, high-quality service-Recent fee increases implemented for recurring engagements with signed engagement letters in place-Long-tenured, independent team excelling across accounting and tax with room to onboard new clients-Owner willing to remain part-time post-sale to support transitionABOUT THIS PRACTICE:This well-established CPA firm serves a loyal client base through a team of experienced, independent professionals known for their reliability and dedication. The firm has demonstrated consistent revenue growth and maintains high client satisfaction, supported by recent fee increases and documented engagement agreements across recurring engagements.Operations are efficient and well-organized, with digital client folders and a tenured team capable of handling a wide variety of client needs with minimal oversight. The owner is willing to remain part-time ... Less

-Cash flow exceeding 55% from a loyal, long-standing client base-No audit work required-Diverse service mix including bookkeeping, compilations, business and personal tax, and estate planning-Clients concentrated in specialized industries with deep, relationship-driven loyalty to the sellerABOUT THIS PRACTICE:This well-established book of business serves a loyal client base across a variety of industries, with concentrations in specialized areas that require technical depth in estate matters and agricultural tax. Clients are devoted to the quality of work and knowledge of the current owner, creating strong retention and consistent, recurring revenue.The service mix is broad and does not include audit work, making this an accessible opportunity for a buyer with strong tax and advisory capabilities.IDEAL BUYER:The ideal buyer is a CPA with at least five years of experience who is attentive, client-focused, and committed to ... Less

-Cash flow exceeding $275,000 with fewer than 2,000 owner hours annually-Exceptional client retention, with the majority of clients having been with the firm for over a decade-Long-tenured CPA contractor committed to remaining with a new owner-Flexible schedule with remote work available in the off-seasonABOUT THIS PRACTICE: This well-established CPA firm has built a strong reputation through personalized service and genuine client relationships, with the majority of clients having been with the firm for over a decade. The practice serves a diversified client base with a notable niche in real estate that a knowledgeable buyer can leverage and grow.The firm runs efficiently with the owner working fewer than 2,000 hours annually and a long-tenured CPA contractor handling tax returns, consulting, and bookkeeping who is committed to staying on with a new owner. Staff work in-office during tax season with remote flexibility in the ... Less

-Cash flow averaging 47% with both owners open to remaining post-sale, one for up to 4 to 5 years-Well-rounded service mix including tax, bookkeeping, audit, reviews, estate work, and payroll-Tenured staff with strong retention and a collaborative, hybrid work environment-Underserved local market with meaningful growth potential across existing and new service linesABOUT THIS PRACTICE:Established for over four decades, this two-partner CPA firm has built a strong reputation for responsive, client-focused service across a well-rounded mix of tax, bookkeeping, audit, and advisory engagements. Clients appreciate the time and care the firm takes to communicate tax changes and provide proactive guidance. The tenured staff operate within a relaxed, hybrid environment and are committed to continuity through the transition.Both owners are open to remaining after the sale, with one willing to stay for up to 4 to 5 years, providing an ... Less

-Cash flow exceeding 50% with owner working approximately 1,050 hours annually-Loyal client base with many relationships spanning decades-Strong real estate niche serving high-net-worth professionals-Paperless operation with remote capabilities and consistent year-over-year revenue growthABOUT THIS PRACTICE: This well-established CPA firm has built a loyal, long-term client base through a commitment to personalized service and in-depth accounting and advisory work. The practice serves a high-net-worth client base with a strong focus on real estate, delivering customized guidance and expert service that has produced exceptional client retention over many years.The firm operates efficiently with the owner working approximately 1,050 hours annually, remote capabilities for staff and ownership, and a paperless workflow. Revenue has grown consistently year over year with cash flow margins exceeding 50%, and no formal marketing in ... Less

-Cash flow to owner exceeding 65%, among the strongest margins in the industry-Personal tax-focused practice with more than 30 years of community reputation and steady referral-driven growth-Revenue has grown consistently, approaching $1M for 2026-Small, tenured, collaborative team capable of handling any client engagement independently-Pay-before-filing billing model keeps accounts receivable negligibleABOUT THIS PRACTICE: This well-established, two-owner CPA firm has served its community for more than three decades, building an outstanding reputation for accurate, on-time work and a genuinely client-centric approach focused primarily on personal tax preparation and planning. Revenue has grown steadily, approaching $1M for 2026, while cash flow to owner has consistently exceeded 60%, supported by a collaborative, cross-trained team and a billing model that keeps receivables minimal. Nearly all new business comes through ... Less