Between Charlotte & Greensboro, NC

Charlotte, North Carolina

  • Asking Price: $1,100,000
  • Gross Income: $1,031,866
  • Cash Flow: Not Disclosed
  • Real Estate: Not Disclosed
  • Inventory: Not Disclosed
  • FF&E: Not Disclosed
  • Listing ID: #223249
  • Established: Not Disclosed
  • Employees:

Business Description

This is a well-established CPA firm with a loyal and long-term client base. Partners are very hands-on and this creates high-quality work. Over 65% of the revenue comes from high quality and high fee tax preparation and tax planning. Outstanding long-term staff in place. They are well liked by clients. Their work quality is very high and they provide exceptional service. The firm enjoys a reputation for being innovative, responsive, and for providing great service. About 25% of clients meet at the office.

Ideal Buyer
Buyer should have quality public accounting experience and a great personality to help service this diverse client base. A commitment to great customer service will be important as these clients are accustomed to a friendly, personal touch. This firm creates an opportunity for an existing firm in Charlotte, Greensboro, Winston Salem and Lake Norman area to grow their footprint with a great staff and quality clients.

Business Details

Primary Business Category: Services - Accounting & Tax
Location: North Carolina
Metropolitan Area: Charlotte

Company Information

Home Based: No
Franchise: No
Relocatable: No
Number of Employees:

Financial Information

Asking Price: $1,100,000
Gross Revenue: $1,031,866
Seller Financing Available: No

Property Information

Reason for selling:


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Business Listed By:

Carol Poe

Poe Group Advisors