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 more

This 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 client base make it an attractive opportunity for a range of buyers.

For a New Buyer: An ideal candidate may be a first-time owner ready to step into leadership. The firm’s clear processes, recurring revenue, and seasoned team provide a turnkey structure that eases the transition into ownership.

For a Current Owner: This practice is also well-suited for an established firm seeking to expand. Out-of-state buyers are welcome, whether managing remotely or engaging on-site as needed.

For Private Equity: The firm aligns well with a client-focused private equity group committed to maintaining its high service standards and culture. With the right buyer, the current owner is open to remaining involved to ensure a seamless handoff and continued success for both clients and staff.

About the Area
Providence offers the charm of an historic New England city with the convenience and amenities of a modern community. Known for its vibrant arts scene, exceptional restaurants, and coastal beauty, the city provides a welcoming environment for families and professionals alike. Excellent schools, accessible outdoor recreation, and proximity to Boston and New York make it an ideal location for those seeking balance between career opportunity and quality of life. For a buyer, Providence combines an educated workforce, stable economy, and affordable living—an attractive foundation for both business growth and family living.


For more information please visit the website entitled PoeGroupAdvisors