-Steady revenue of approximately $1.4M, consistent over the past two years
-Currently turning away new client inquiries weekly due to capacity
-Experienced, tenured accounting team with minimal turnover and deep institutional knowledge
-Time-based billing with regular fee increases supports strong, predictable cash flow

ABOUT THIS PRACTICE:
Well-established CPA firm has built a loyal client base of individuals and small businesses across the central North Carolina coast, with particular depth in restaurants, retail, real estate, legal, and construction-related industries. Revenue has remained steady at approximately $1.4M over the past two years, supported by an experienced, tenured team that handles the majority of client work with minimal owner involvement in day-to-day preparation. New client acquisition was intentionally paused as the firm reached staff capacity, and demand has remained strong since, with the practice regularly turning away new client inquiries. A key long-tenured team member plans to continue on with the firm following the sale, offering a buyer meaningful continuity and support through the transition.

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.