-Owner hours are zero
-Fully remote-capable staff
-Stable revenue with several strong opportunities for growth (including within the medical community),
2026 projected at approximately $1M
-Self-sufficient team led by an operations manager
-Staff has additional capacity and can take on 20% more work
-New referral partnership still ramping, with additional revenue expected as it matures

ABOUT THIS PRACTICE:
This CAS firm provides tax preparation, bookkeeping, and advisory services to a loyal base of high-net-worth individuals, including physicians and entrepreneurs. Revenue has grown consistently in recent years, with 2026 projected at approximately $1M, supported by a newly established referral partnership that is still in its early stages. The firm operates on a fully delegated, high-autonomy staff model with a dedicated operations team managing client communications, service delivery, and systems, requiring minimal owner involvement day to day. Nearly all new business comes through referrals, particularly from the medical community, and the practice is well positioned for a buyer to formalize marketing and expand into adjacent services already requested by existing clients.

IDEAL BUYER:
Buyer can be Remote.

The ideal buyer is a CPA or firm comfortable operating a fully remote-capable, high-autonomy staff model and confident delegating day-to-day service delivery rather than working in the business directly. Experience serving high-net-worth individuals and closely held business owners would translate well to this client base. The practice can be run remotely, though occasional in-person time would support continuity with a team that values some in-office connection.