-Cash flow exceeding 50% on a lean, efficiently operated practice
-Loyal, high-net-worth client base built entirely through referrals
-Diverse industry mix including medical professionals, real estate clients, and entrepreneurs

ABOUT THIS PRACTICE:
Established for over two decades, this boutique CPA firm has built a strong reputation for personalized, high-quality service across a diverse range of industries. The firm caters primarily to high-net-worth individuals who value trusted financial guidance and long-term partnership, with deep client loyalty and consistent referrals driving organic growth.
The practice is financially sound, efficiently operated, and well-positioned for a buyer looking to step into a stable, profitable firm with a sophisticated client base and room for continued growth.

IDEAL BUYER:
The ideal buyer is an experienced CPA with strong technical expertise in tax strategy and financial advisory services and a genuine commitment to high-touch client relationships. A collaborative, team-oriented mindset is essential, as is the ability to communicate complex financial matters clearly. This opportunity suits a buyer dedicated to building lasting client relationships founded on trust, responsiveness, and personalized care.