Established Three-Partner CPA Firm

This long-standing CPA firm, trusted for over 30 years, is renowned for delivering exceptional service and maintaining lasting client relationships across diverse industries. Supported by a loyal team and steady annual fee growth averaging 5%, the firm offers strong profitability and room for expansion. Clients value quality and are willing to pay premium fees, with the average personal return exceeding $1,400. The fully paperless, modern office ensures efficient operations while accommodating client preferences. Transition support is already in place as one partner will remain for an additional tax season in a reduced role, while the others plan to stay on for several more years. This will provide flexibility and continuity for a smooth handover. This is an excellent opportunity to acquire a stable, reputable practice with built-in growth potential and a seamless succession path.

Highlights:
● 2 partners willing to stay past transition
● Average personal tax return exceeding $1,400
● Annual fee increases of 5%

Ideal Buyer:
The ideal buyer will be a CPA firm that values community engagement and aims to strengthen or expand its presence in the Charlotte area. This opportunity is perfect for a firm looking to acquire a practice with an outstanding local reputation and deep client trust. The right successor will prioritize the well-being of the existing team while maintaining the high standards of service and quality that clients have long appreciated.