ESTABLISHED CPA-LED ACCOUNTING AND ADVISORY PRACTICE

This well-established accounting firm operates under CPA leadership, serving small business clients with comprehensive financial guidance and advisory services. The practice has developed a differentiated market position through its client-facing CFO model, distinguishing itself from traditional compliance-focused firms.

BUSINESS MODEL AND SERVICE DELIVERY
The firm employs a strategic relationship management approach where senior accountants function as primary client advisors, supported by dedicated operational staff. This structure enables the delivery of ongoing financial guidance and advisory services beyond standard compliance work.

TARGET MARKET AND CLIENT BASE
• Primary focus: Small businesses with revenue ranging from $0-$10 million
• Established long-term advisory relationships with strong client retention
• Diversified industry portfolio reducing concentration risk
• Demonstrated high engagement levels across client base

OPERATIONAL CHARACTERISTICS
The practice has maintained continuous operations for multiple years, establishing a stable revenue base and proven service delivery model. The firm's advisory-focused approach has created sustainable client relationships with strong retention characteristics.

INVESTMENT OPPORTUNITY
The current ownership is seeking a strategic partnership structure involving minority investment participation. The transaction framework includes:
• Approximate enterprise valuation of $1.2 million
• Structured investor participation with retained ownership stake
• Planned reinvestment of proceeds for business growth initiatives
• Continued active involvement of current ownership in operations

GROWTH POTENTIAL
The established client base and proven service model provide a foundation for continued expansion. The firm's positioning in the small business advisory market presents opportunities for organic growth through enhanced service offerings and market penetration.

This represents an opportunity to acquire an interest in a professionally managed accounting practice with established market presence and growth potential.