Hybrid CPA Firm Headquartered in NJ for Sale!
Business Description
-$819,458 (2024), $825,000 (2025 projection) ~44% Cash to Owner
-Stable client base with diverse revenue streams across tax and bookkeeping services
-Experienced, client-facing staff with long-term tenure
-Cloud-based, secure, and efficient operational infrastructure
This well-established hybrid CPA practice operates with an experienced team, providing a blend of tax preparation, bookkeeping, and advisory services to a loyal client base. The practice uses a cloud-based technology stack, with secure hosting and industry-standard accounting and tax software. The firm has a mix of remote and local staff.
While the client base is accustomed to remote interaction, there is an office space with easy accessibility and ample parking, allowing flexibility for the new owner to either maintain the current office, relocate the firm, or take this hybrid firm to a full-cloud model.
Ideal Buyer:
This practice is well-suited for both a first-time buyer and an experienced firm owner, offering a strong foundation, established systems, and a loyal client base.
For a new or first-time buyer, this is an excellent opportunity to step into a well-run operation without the need for heavy oversight. The existing team is experienced, client-focused, and capable of supporting a new owner through the transition. A buyer who is not a micromanager, trusts the staff’s expertise, and has a strong understanding of New Jersey tax laws will be well-positioned for success. This environment allows a new owner to focus on strategic growth and client relationships rather than having to build systems and processes from scratch.
A current firm owner seeking to grow through acquisition would benefit from aligning with the existing billing model and committing to retaining the current staff. This alignment would promote a smooth integration, safeguard valuable client and employee relationships, and ensure continuity in service quality, while also creating opportunities to broaden the practice’s reach and service offerings.
For more information please visit the website entitled PoeGroupAdvisors
-Stable client base with diverse revenue streams across tax and bookkeeping services
-Experienced, client-facing staff with long-term tenure
-Cloud-based, secure, and efficient operational infrastructure
This well-established hybrid CPA practice operates with an experienced team, providing a blend of tax preparation, bookkeeping, and advisory services to a loyal client base. The practice uses a cloud-based technology stack, with secure hosting and industry-standard accounting and tax software. The firm has a mix of remote and local staff.
While the client base is accustomed to remote interaction, there is an office space with easy accessibility and ample parking, allowing flexibility for the new owner to either maintain the current office, relocate the firm, or take this hybrid firm to a full-cloud model.
Ideal Buyer:
This practice is well-suited for both a first-time buyer and an experienced firm owner, offering a strong foundation, established systems, and a loyal client base.
For a new or first-time buyer, this is an excellent opportunity to step into a well-run operation without the need for heavy oversight. The existing team is experienced, client-focused, and capable of supporting a new owner through the transition. A buyer who is not a micromanager, trusts the staff’s expertise, and has a strong understanding of New Jersey tax laws will be well-positioned for success. This environment allows a new owner to focus on strategic growth and client relationships rather than having to build systems and processes from scratch.
A current firm owner seeking to grow through acquisition would benefit from aligning with the existing billing model and committing to retaining the current staff. This alignment would promote a smooth integration, safeguard valuable client and employee relationships, and ensure continuity in service quality, while also creating opportunities to broaden the practice’s reach and service offerings.
For more information please visit the website entitled PoeGroupAdvisors
Listing Info
- ID
- 2410332
- Listing Views
Listing ID: 2410332 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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