-2025 projections $1,100,000
-Seller open to creative purchase structures
-Poised for future success

Founded in 1963 as a family-run practice, this well-established two-partner CPA firm has built a strong reputation serving a diverse clientele that includes individuals, small business owners, trusts, and estates. The firm offers a wide range of services such as tax planning, bookkeeping, compilations, reviews, divorce consulting, forensic accounting, and litigation support. After a smooth ownership transition in 2023, the firm has maintained excellent client retention and continued delivering high-quality service. The current partners are now preparing to exit ownership creating a clear succession timeline and an excellent opportunity for a buyer with the capacity to step in, absorb a stable client base, and build on decades of trusted relationships. With loyal clients, steady revenues, and sellers open to creative deal structures, this is an attractive acquisition for a firm seeking growth and long-term stability. The sellers are open to considering creative purchase structures for a quick close.

Ideal Buyer:
The ideal buyer will be an established CPA firm with the resources and capacity to take on the workload of four seasoned CPAs preparing to exit. This acquisition offers a high-quality, long-standing client base built on decades of trust, professionalism, and integrity. The seller is seeking a timely transition and is open to flexible, creative deal structures designed to ensure a seamless handoff and continuity of the firm’s valued client relationships.

For more information please visit the website entitled PoeGroupAdvisors