? Cash flow exceeding 50%
? Fantastic reputation with quality referral sources
? Scalable and ready for growth

Founded in 2002, this boutique-style CPA firm has built a strong reputation for personalized, high-quality service across a diverse range of industries, including social media influencers, churches, medical professionals, and real estate clients. Known for its high-touch, relationship-driven approach, the firm caters primarily to high-net-worth individuals who value trusted financial guidance and long-term partnership. With a dedicated team that meets clients where they are in life, the firm has cultivated deep loyalty and consistent referrals. Financially sound and efficiently operated, the practice boasts an impressive cash flow exceeding 50%, making it an excellent opportunity for a buyer seeking a stable, profitable firm with a sophisticated client base and room for continued growth.

Ideal Buyer:
The ideal buyer will be an experienced CPA who understands the complex needs of high-net-worth and sophisticated clients. This professional should bring strong technical expertise in accounting, tax strategy, and financial advisory services. They should also have the ability to explain complex financial matters in a clear and approachable way. A collaborative, team-oriented mindset is essential, as is a commitment to open communication with staff, clients, and other advisors. Exceptional organizational skills, attention to detail, and the ability to balance multiple priorities in a dynamic, client-focused setting are key. Most importantly, the ideal buyer will be dedicated to providing an outstanding client experience, building lasting relationships founded on trust, responsiveness, and personalized care.

For more information please visit the website entitled PoeGroupAdvisors