• $828,120 revenue (2025) with $266,000 cash flow to owner
• 30+ years serving the community
• High-net-worth client base with strong retention
• Qualified, self-motivated team in place
• Owner willing to stay part-time for transition support
• Consistent annual fee increases driving reliable revenue growth

This established hybrid CPA firm serves a diverse and growing base of high-net-worth clients through personalized, in-person service. The firm's commitment to responsiveness and client satisfaction has built long-term relationships and an outstanding reputation in the community. Services include bookkeeping, tax preparation, and select audit engagements, delivered by a qualified and self-motivated team.

The practice has achieved consistent annual fee increases, reflecting strong client loyalty and solid market positioning. These systematic increases, combined with exceptional client retention, contribute to reliable revenue and predictable growth. The experienced team thrives in a supportive, family-friendly environment, operating with minimal owner oversight.

The owner is willing to remain part-time post-sale, providing valuable continuity and ongoing support to ensure a smooth transition. With a capable team already in place, proven systems, and a strong foundation of loyal high-net-worth clients, this practice is positioned for a new owner to step in and continue building on its established success.

Ideal Buyer:
The ideal buyer is a CPA with at least five years of experience managing or owning a firm and comfortable in a leadership role with regular client interaction. A background in financial planning would be advantageous, as it would enable the firm to add highly sought-after services to the existing client base. Success in this practice requires a personable, relationship-focused approach to maintain and strengthen the firm's established client connections.

For more information please visit the website entitled PoeGroupAdvisors