-Purchase price pre-approved by lender
-Steady revenue of approximately $1.4M per year
-Cash flow to owner over $290,000
-Currently turning away new client inquiries weekly, leaving opportunity for a new owner
-Experienced, tenured accounting team with minimal turnover and deep institutional knowledge
-Regular fee increases support strong, predictable cash flow
-No audit or attest work

ABOUT THIS PRACTICE:
Well-established CPA firm has built a loyal client base of individuals and small businesses across the central North Carolina coast. Services include personal and business tax preparation, bookkeeping, and payroll with no attest work. The client base spans restaurants, retail, real estate, legal, and construction. Revenue has remained steady at approximately $1.4M over the past two years with cash flow to owner over $290,000. The firm made a strategic decision to stop accepting new clients to maintain the quality of service and the team's work-life balance. Demand has remained strong since, with the practice regularly turning away new client inquiries. The firm has a loyal and qualified team of CPAs who are client-facing and handle most day-to-day operations.

IDEAL BUYER:
The ideal buyer is a CPA who can be present locally, as staff and long-tenured clients expect direct access to a principal for questions and decisions. A regional or multi-office firm could also be a strong fit if it establishes a supported satellite presence in the area. A buyer with the capacity to add staff would be well positioned to capture the firm's existing unmet demand for new clients.