-Purchase price approved by lender
-Buyer could be remote
-100% paperless office
-Located is a great area near downtown San Antonio
-Cashflow to owner is 45%

Located in a sought-after area, this well-established firm provides exceptional service for complex client needs across a wide range of industries, including construction, medical, and service. Known for truly taking care of its clients, the practice continues to grow steadily through new engagements and long-standing relationships. With over 40 years of experience in both practice and teaching, the current owner has built a reputation for deep expertise and has equipped the staff with valuable knowledge and guidance. The firm is fully paperless with clear, well-documented processes, ensuring a smooth transition for a new owner.

Only about 25% of clients opt for in-person visits, offering strong remote-work capability and flexibility for the buyer. This is a rare opportunity to acquire a respected, efficiently run firm in an excellent location.

Ideal Buyer:
The ideal buyer will be a CPA who truly values client relationships, prioritizes client needs, and is committed to delivering exceptional service. This opportunity is well-suited for someone who appreciates the firm’s strong reputation and is ready to maintain its high standards of care and responsiveness. While having a local presence is preferred to support ongoing client interactions and community ties, a remote buyer could also be an option, provided they are willing to travel to the office for select client appointments and key meetings. The ideal buyer will recognize the firm’s long-standing trust with its clients and will be prepared to continue nurturing those relationships while guiding the practice into its next phase of growth.

For more information please visit the website entitled PoeGroupAdvisors