Laurens Ball

-Specialized EBP audit niche with 30+ years of referral-only growth from financial advisors, TPAs, and CPA firms-Fixed-fee billing collected in advance, resulting in virtually zero accounts receivable and WIP at year end-$392,010 cash flow at a 36% margin in 2025-Four long-tenured staff (13 to 25 years) operating with full autonomy, with 10 to 15% growth capacity under the current teamAbout this practice:Established over 30 years ago, this fully virtual employee benefit plan (EBP) audit firm has built a strong referral network and loyal client base through decades of consistent, technically precise work. The firm specializes in EBP audits, a highly regulated service area under ERISA, serving plan sponsors ranging from small companies to sophisticated organizations with seasoned CFOs and HR directors. All new business has come through introductions from financial advisors, third-party administrators, and CPA firms, with three ... Less

-Established niche in PEO industry -Revenue grown 53% in two years, from $1,097,000 in 2023 to $1,682,415 in 2025, with a 2026 projection of $1,800,000-YTD billings through April 2026 running 38% ahead of the same period in 2025-Owner hours fewer than 1,200 hours annually-Current ambitious staff have 20-30% additional capacity-Team of 8, including 3 CPAs, with capacity for approximately 30% additional workload without additional hires-Fixed-fee billing model with average audit fees of $9,000 to $10,000 per engagement and minimal AR-Owner willing to stay up to two years to support transitionEstablished for over 15 years, this audit and assurance firm has built a recognized niche in the Professional Employer Organization (PEO) industry, nonprofit audits, 401(k) plan audits, and CPA peer reviews. The firm has grown entirely through word-of-mouth and a deliberately selective client strategy, with revenue increasing ... Less