-Consistent Year-Over-Year Growth
-2024 Revenue: $962,436 | 2025 Projection: $1,000,000+
-Talented and collaborative client-facing staff

Located in the Greater Philadelphia Area, this CPA firm has established itself as a trusted partner to a loyal
and growing client base by delivering high-quality service, responsive support, and long-term relationship value. The practice serves a mix of small businesses, real estate professionals, and individuals. Operations are highly efficient, supported by cloud-based tools and an experienced, well-aligned team. The firm maintains a client-friendly approach, prioritizing responsiveness, clarity, and proactive communication. Staff enjoy a professional yet relaxed work environment, and client interactions are handled with both expertise and care.

This is an excellent opportunity for a buyer seeking a well-run, profitable, and reputable firm with a strong foundation and clear avenues for continued growth.

Ideal Buyer:
For a New Buyer this firm presents an excellent chance to establish their own practice focused on business clients. The existing operational framework and client relationships offer a solid foundation to build upon. The ideal candidate would be someone who enjoys direct client interaction and is committed to providing exceptional customer service, as these have been key to the firm’s success. This represents a streamlined entry into the market with a proven track record.

For a Current Owner looking to expand their existing business through acquisition in the Greater Philadelphia Area, this firm is highly attractive. Its strong profitability, dedicated staff and reasonable owner hours make it a valuable addition that could create value for an existing operation. This acquisition could allow for market expansion and service diversification for a current owner.

Whether you currently own, or are stepping out on your own for the first time, an entrepreneurially minded, tech-savvy leader has the potential to further elevate this already successful firm. By leveraging marketing and social media accounts, a buyer could expand service delivery, and reach a broader market.

Both owners are committed to supporting a thoughtful, well-planned transition to preserve client relationships and team continuity.