-Established reputation serving an affluent client base
-Well-developed niche spanning audit, review, and tax engagements
-Approximately $2.95M in revenue with consistent, organic growth driven entirely by referrals
-Majority of ownership committed to staying on long term, supporting a smooth transition
-Long-tenured operational leadership provides deep institutional continuity

ABOUT THIS PRACTICE:
For several decades, this full-service CPA firm has built a loyal, affluent client base and a strong reputation for personalized service, with a well-established industry niche providing audit, review, and tax work. Revenue has grown consistently to approximately $2.95M in 2026 (2.8 in 2025), driven entirely by referrals and professional relationships with no formal marketing investment. Billing is time-based with work completed before invoicing, keeping receivables low and cash collections strong. Most of the ownership group is committed to remaining with the firm long term to continue business development and client relationships, while a highly tenured leader manages day-to-day operations, offering a buyer significant continuity and support through the transition.

IDEAL BUYER:
The ideal buyer is an established CPA firm, private equity platform, or entrepreneurial team with strong tax and audit capabilities and the management infrastructure to take on back-office and operational responsibilities. Experience with construction industry audit and review work, or the ability to quickly build that capability, is important given the composition of the client base. A buyer who values professional autonomy, work-life balance, and a collegial culture will fit well, particularly one comfortable partnering with existing ownership who will remain active in client relationships and revenue growth.