- Single-owner CPA practice in vibrant, growing community

- Stable practice in same location for over 35 years

- Demonstrated strong revenue growth for several years is expected to continue for 2026 and beyond

- 87% Tax Preparation (64% Individual; 34% Business; 2% Other); 10% Payroll; 3% non-attest financial statement preparation

- Cash flow to owner before potentially duplicate expenses is a solid 57% of gross revenue

- Practice utilizes ProSeries and Quickbooks

- Four part-time employees – Two CPAs, one payroll specialist and one administrative 

- Office space is owner-occupied; seller is open to selling or leasing space to new practice owner

- Owner is looking forward to retirement after a long, successful career

- At a minimum, owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention