Sharon Wood

-Established CPA firm generating over $1.9M in annual revenue-Strong focus on audits, reviews, and tax services-Experienced, long-tenured staff with low turnoverLocated north of Boston, Massachusetts, this niche CPA practice specializes in non-profit audit and review engagements with a minor focus on HUD elderly housing projects. The hybrid work model allows experienced professionals to operate efficiently from home while maintaining seamless collaboration across the team. Quote from the Seller - “Our firm has built its reputation on trusted client relationships, advanced audit and accounting services, and consistent year-over-year growth. This acquisition presents an outstanding opportunity for a larger firm seeking to expand its footprint in the Massachusetts market or a practitioner looking to join an experienced team with a loyal, high-quality client base. We are committed to ensuring a smooth transition, complete client ... Less

Key Highlights:-Solid Profitability at 47%-Flexible Seller – willing to stay on in some capacity for the right buyer-No audits, no reviews and no compilations-Work/life balance is embedded in their culture with plenty of time off for family time, vacations, and holidays-Client industries served are real estate, distribution, small business, and moreThis CPA firm has earned a strong reputation for reliable partnership and corporate tax work. They deliver above and beyond service quality to high-net worth business owners who rely on their experienced but approachable staff.Staff are client-facing, professional, and confident in their roles. This is a financially healthy, well-organized practice with efficient systems and loyal clients—an ideal opportunity for a buyer to step into a stable, well-run operation with strong business clients already in place.Ideal Buyer:This firm’s strong team, established systems, and loyal business ... Less

-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner-Established client relationships with steady recurring revenue-Professionally renovated office space with convenient access and ample parking-Great opportunity for a first-time buyerA new owner could take this well-established firm to the next level by building on its strong foundation. The practice serves a diverse client base with a service mix anchored in individual tax preparation, supplemented by bookkeeping, business tax, accounting, and advisory services. Staff are experienced, client-facing professionals who manage a broad scope of responsibilities, allowing the owner to concentrate on high-value billable work and overall firm oversight.Ideal BuyerA consistent revenue mix and loyal client relationships make this Connecticut firm an appealing opportunity for a buyer seeking an established foothold in a strong local market. ... Less