This is a quality CPA firm with a focus on tax and tax planning located in the Raleigh/Cary area of North Carolina. New clients are accepted carefully and only through quality referrals. The firm has healthy fees with sound and stable growth year-over-year. Cash flow to owner is exceptional, greater than 70%! There is a long-term staff member in place who is very capable and well-liked by clients. Efficient systems are also in place. This is a great place to work and is a flexible work environment. There is room for growth and expansion by increasing target market.
Buyer should be a CPA with good public accounting experience with a focus on tax and tax planning. With additional staff and marketing, an enthusiastic buyer could grow this firm. This is a great opportunity for an existing firm owner who has some capacity to add quality clients. Buyer should enjoy working with clients and have a straight forward and honest demeanor.