This well-established, three-partner CPA firm has been a trusted financial resource in Southern Vermont and Northern Massachusetts for decades offering a comprehensive suite of services including tax compliance and strategic tax planning, audit and assurance, and specialized estate and trust expertise, it’s known for its highly experienced and professional team. The firm has built its reputation on delivering attentive, client-focused service and maintaining long-standing relationships throughout the community.
The practice serves a diverse and loyal client base that includes individuals, family-owned businesses, nonprofits, and closely held entities, providing stability and broad industry exposure. Operating from two highly desirable New England communities, the firm benefits from strong regional ties and recurring business, presenting an exceptional opportunity for a buyer seeking a respected, full-service practice with a solid foundation and continued growth potential.

Highlights:
? Year-over-year revenue increase with a projected $3.2M for 2026
? 15+ tenured and loyal staff
? Known for exceptional service for decades

Ideal Buyer:
The ideal buyer will be an established CPA firm with the resources, systems, and operational infrastructure to support and further develop this practice. The right buyer can support the existing team and keep them engaged, while maintaining the service standards that have kept clients loyal. The best fit is a buyer who understands that culture and relationships matter, and will take the time to do the transition properly so the team stays intact and clients stay happy.

For more information please visit the website entitled PoeGroupAdvisors