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| Team Holmes |
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– Long-established Wake County CPA practice with strong client loyalty and stable year-over-year revenues.--
– Seller retiring but available to assist with transition to ensure smooth client retention.
– Year-round revenues comprised of individual and business tax (80%), accounting/bookkeeping (12%), and other services (8%).
– Administrative assistant is the primary client contact and is expected to stay on, providing excellent continuity.
– Opportunities for growth through fee adjustments, expanded financial statement preparation, and continued referral activity.
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