Business Description

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and payroll. The experienced staff (tenure of 4–20 years) are client-facing and highly regarded for their quality service. The firm operates with efficient workflows, well-defined roles, and a strong local reputation. The owner has been selective in taking on new clients, leading to steady revenue growth, with 2025 revenue projected at $860,000. Significant expansion opportunities exist with additional staffing. Key Highlights: • Prime office location with professional, well-designed space • Exceptional staff with deep industry experience (4–20 years tenure) • Strong referral base and long-term client relationships (many over 25 years) • Low attrition in a thriving economic region • Efficient systems and workflows in place for seamless operations • Growth potential by expanding staff and client capacity • Stable revenue with consistent year-over-year increases • SBA pre-qualified for easier financing and faster closing Down Payment :$110,000 for individual buyer, $0 for strategic buyer