Certified Public Accounting (CPA) Firm

Description:
The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services for businesses and individuals.

Key Aspects:
• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 6.2% and 7.5%, respectively, from 2021 through 2024.
• The Company maintained an impressive average adjusted EBITDA margin of 62.0% from 2021 through 2024.
• Minimal client concentration: no single client generated more than 3.4% of the Company’s revenue in 2024.
• Approximately 95% of the Company’s revenue in 2024 was derived from repeat clients, according to management.
• Dedicated and experienced staff members: the Company's key employees have tenures of 17 and 20 years.

Opportunities:
• Search engine optimize the Company’s website to increase online visibility and reach more potential clients.
• Establish a formal outbound marketing campaign to reach new clients.
• Increase the Company's market share through geographic expansion.
• Build advisory services and expand other non-tax services to capture clients outside of the typical CPA-seeking clientele.

Headquartered:
• Mid-Atlantic, US

Current Markets:
• The Company serves businesses and individuals in the Mid-Atlantic, US.

Real Estate:
• The Company operates from a 1,679 sq. ft. facility leased from an unrelated third party.
• Management notes that the company is relocatable.

Shareholder Ownership:
• The Company is owned by two shareholders, 95% and 5%.
• The majority shareholder is seeking retirement but is open to remaining with the Company for a predetermined period following a sale to facilitate a smooth transition to new ownership.