| Presented by: |
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| The Holmes Group |
| Toll-Free: 800-397-0249 |
This CPA firm, founded in the early 2000s, presents an exceptional opportunity for a buyer seeking a profitable, low-overhead virtual practice with nationwide reach. With an early move into cloud-based virtual systems, the firm has built a loyal client base across nearly every state and continues to deliver customized, cost-effective financial and accounting services.
Key Highlights
• 20+ years established with loyal, long-standing client relationships.
• Virtual model with very low overhead and scalable infrastructure.
• Diverse client base across individuals, nonprofits, trusts, small businesses, and a tribal casino.
• Balanced revenue streams with approximately 50% cash flow to owner.
• Seller committed to supporting a smooth and successful transition.
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