A rare opportunity to acquire a boutique CPA firm with a rock-solid reputation, long-term client relationships, and a high service model.

For over 30 years, this firm has been the go-to financial and tax advisory partner for high-net-worth individuals, established businesses, and trust clients. Built on expertise, efficiency, and premium service, it’s a business with recurring revenue and client retention.

With increased demand for premium tax services, a strong client pipeline, and a streamlined operation, this is a rare opportunity to step into a fully operational, profitable, and growing firm.

The firm's revenue stream is diversified. Niche spans various industries including healthcare, oil and gas, legal, manufacturing, and hospitality, with a notable presence in out-of-state clients.

With a skilled team of CPAs and CPA candidates, the firm efficiently serves approximately 450 clients. Annual gross revenue for 2023 reflected consistent performance, with staffing costs being carefully managed to ensure profitability and operational efficiency.

When considering an investment in this established accounting firm, it's crucial to understand that you're not just acquiring a company; you're investing in a team renowned for its efficiency and a robust client base. Your investment translates to acquiring a highly skilled team of CPAs and candidates who have honed their expertise in serving a diverse clientele.

The ideal buyer is an established CPA looking to own a high-end practice with built-in revenue, a growth-minded firm looking for an acquisition with strong client retention, or a tax strategist or financial planner wanting to add a profitable tax business.

The firm will sell, will you be the one to own it?