Contact Broker
Charleston, South Carolina
Affiliated Broker
Brannon Poe
About the Company
Poe Group Advisors is the premier accounting practice intermediary firm in the accounting industry.
With practices located throughout the U.S. and Canada, our company is known for our seamless process as well as our efficient and diligent approach to facilitating the buying and selling of CPA firms.
Armed with a passion for people and unmatched expertise, our team of experts has a deep knowledge of accounting industry and an intense focus on maximizing value or minimizing risk.
Broker Biography
Business For Sale Listings
Wisconsin
View Details Established Wisconsin CPA Firm with Diversified Client Base
-Revenue holding steady at approximately $720,000, with consistent year-over-year stability-Cash flow to owner exceeding 50% margin-Consistent annual fee increases, most recently 6%, with new minimum fees introduced for incoming clients-Owner willing to remain through a full transition period, including an additional tax seasonAbout this practice:This full-service CPA firm offers individual and business tax preparation along with monthly bookkeeping and payroll services to a diversified base of small business and individual clients. A substantial share of clients has remained with the firm for many years, reflecting strong retention, and revenue has held steady at approximately $713,000 to $720,000. Fee increases are implemented annually, most recently 6%, with new minimum fees being introduced for incoming clients. Cash flow to the owner over 50%.The firm transitioned to a largely remote operating model, significantly Less
Colorado
View Details Established Tax and Accounting Firm With Cash Flow Above 50%!
-Cash flow to owner is projected around $800,000 for 2026-Nearly paperless operations with well-documented workflows supporting independent staff coverage-Revenue approaching $1.6M, with systematic annual fee increases already in place-One owner wants to stay on for 3 years continuing to run the team and the other owner is open to a 1 year transition-A buyer can be remote with the owner staying on to run in office operations or a local buyer-60% is Monthly recurring bookkeeping services with fees averaging over $5,200About this practice:This two-partner tax and accounting practice has served its client base continuously for more than three decades, offering personal and business tax preparation along with monthly bookkeeping to a diversified set of small business clients. Revenue has remained steady at approximately $1.5M to $1.6M, with cash flow to owner exceeding 50% and a recent shift to a leaner staffing structure expected Less
Georgia
View Details Highly Credentialed CPA Firm with 2 Owners Continuing to Run Company
-Established reputation serving an affluent client base -Well-developed niche spanning audit, review, and tax engagements-Approximately $2.95M in revenue with consistent, organic growth driven entirely by referrals-Majority of ownership committed to staying on long term, supporting a smooth transition-Long-tenured operational leadership provides deep institutional continuityABOUT THIS PRACTICE: For several decades, this full-service CPA firm has built a loyal, affluent client base and a strong reputation for personalized service, with a well-established industry niche providing audit, review, and tax work. Revenue has grown consistently to approximately $2.95M in 2026 (2.8 in 2025), driven entirely by referrals and professional relationships with no formal marketing investment. Billing is time-based with work completed before invoicing, keeping receivables low and cash collections strong. Most of the ownership group is Less
Alabama
View Details High-Volume Tax Firm With 50% Cash flow and Tenured Staff
-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
Alberta
View Details Alberta CPA Firm With Steady Growth and Strong Staff Retention
-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
Louisiana
View Details Remote-Capable CAS Firm Serving High Net Worth Clients
-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
Mississippi
View Details Virtual Specialty Accounting Firm with 100% Recurring Revenue!
-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
Virginia
View Details Self-Sufficient CPA Firm For Sale with 30 Annual Owner Hours
-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
United States
View Details Virtual Employee Benefit Plan Audit Firm for Sale
-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



