For decades, this respected Southern Maine practice has delivered reliable tax and financial services to a wide array of clients. From tax filings to bookkeeping and proactive planning, the firm offers a high level of service grounded in technical know-how and long-term client care. A track record of consistent earnings and enduring relationships reflects the firm’s strong standing in the marketplace and its reputation for quality.

The business is led by two experienced professionals, each responsible for their own portfolio of clients. One principal, nearing retirement, generates approximately $200,000 in revenue annually and is preparing to exit the business. The other partner, who is younger and plans to remain active in the industry, is willing to agree to a non-compete arrangement post-sale. Clients come from multiple industries, and many have been with the firm for years, a testament to the trust built over time.

Situated in a desirable, fast-growing region of Southern Maine, the practice benefits from a robust local economy and rising population. Current demand exceeds the firm’s ability to take on additional work, creating a clear path for expansion. There is ample opportunity for a new owner to scale the business through additional hiring or broader outreach efforts.

The office space is owned by the seller and can be purchased as part of the deal, though relocation is also an option. The outgoing partner is open to providing transitional support and offering partial financing to facilitate a successful change in ownership and ensure continuity for clients.