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This is a premier opportunity to acquire a highly reputable CPA practice with a 47-year operating history in Haywood County, North Carolina. Since 1978, the firm has grown entirely through word of mouth — no marketing. Clients come to them. The practice operates in the stable, recession-resistant public accounting market of Western North Carolina, backed by 47 years of reputation and a loyal client base. The firm serves 1,000+ active clients with a 95% retention rate and a diversified revenue base across bookkeeping, payroll, and tax services. Growing year over year, the practice reached $837,015 in gross revenue for 2025, with Seller's Discretionary Earnings of $487,686. The asking price is $957,000 — a 1.72x SDE multiple. The staff is experienced and long-tenured. Partner #1 is committed to a smooth transition before retirement. Partner #2 is willing to stay on full-time long-term at the new owner's discretion. This creates the potential for true absentee ownership — a buyer could acquire a fully operational, cash-flowing practice with an experienced operator already in place who knows every client. The sale includes an established client list, goodwill, and fully equipped office assets. This profitable, turnkey practice is perfectly positioned for a seamless handover to a qualified buyer.

Profitable, tech-enabled direct-to-consumer (DTC) tax management and virtual accounting platform serving independent real estate agents, investors, licensed professionals, and high‑service small businesses. Fully remote asset-sale carve‑out generating approximately $5.1M annual net revenue (≈ $4.6M recurring) with ~$2.5M adjusted contribution EBITDA on a fully burdened standalone basis. Included: established consumer brand and DTC marketing assets; active client contracts and recurring subscription base; documented operations and client‑success playbooks; experienced remote team; and continued commercial access to the seller’s proprietary delivery platform via a scalable license agreement. Buyer opportunity: Parent is divesting a high‑margin, recurring business to refocus on B2B technology and professional services. This is a low‑risk, Day‑1 go‑to‑market acquisition with predictable recurring revenue, immediate ARPU uplift opportunities through tiering and add‑ons, and customary non‑use/rebrand protections. Ideal buyers: accounting firms, bookkeeping consolidators, or growth‑oriented operators seeking stable cash flow and plug‑and‑play scale. Platform & licensing: Seller retains a proprietary delivery platform (5+ years’ development). Clients continue on-platform under a commercial, scalable license (per‑client and/or revenue‑linked), preserving high gross margins and minimizing transition friction. Platform capabilities include accounting/document management, owner payroll, monthly bookkeeping and reviews, quarterly tax estimates, annual close, business tax preparation/filing (1120S & Schedule C), customer management tools, Slack integration, and knowledge‑base upkeep. Platform costs are included in the carve‑out P&L. Optional add‑ons: 1040s, 1099 management, non‑owner payroll, entity renewals, notices, AI chat/support. Licensing terms negotiable and to be memorialized in the LOI. Transition support: Up to 90 days of reasonable post‑closing assistance (client handoffs, leadership availability, technical onboarding). Core services: business & personal tax preparation and filing (1120S, Schedule C, 1040), year‑round tax planning, entity formation and S‑Corp/LLC structuring, monthly bookkeeping and reconciliations, payroll processing, retirement plan administration, benefits coordination, and bank/account integrations. Technology Stack: Core Operations: Tax & Accounting: CCH Axcess (tax preparation), Xero (accounting software), Safe Send Returns (tax return signatures), Hurdlr/Tight (bookkeeping ledger/API) CRM & Client Communication: HubSpot (CRM), Zoom (video calls/webinars) Document Management: Citrix ShareFile (client document storage), OneDrive (internal file storage) Collaboration & Communication: Slack (internal messaging), Microsoft Teams (video meetings), Notion (documentation/project tracking), Google Workspace (email/collaboration) Security: LastPass (password management) Payroll: Gusto (US payroll), Humi (Canada payroll), GEP/Gusto Embedded Payroll (product integration) Business Tools: Microsoft Outlook (email), Chrome (browser) Sales & Marketing: Nooks (dialer) Salesroom (demo recording) Zoom Revenue Accelerator (call recording) Sakari (SMS messaging) Client-Facing: Proprietary branded app (client portal) Stripe (payment processing) Key value drivers: scalable unit economics, recognizable brand, seasoned remote team with repeatable playbooks, clear ARPU expansion paths, flexible integration or standalone growth options. Full diligence materials and financial workbooks available to qualified buyers upon profile submission and management approval.

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250+ tax returns annually. Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential. The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.

This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the practice's loyal clients. The practice is operated out of the home, so most clients provide their information electronically, lending itself to transfer to non-local buyers. Revenue is made up of approximately 75% bookkeeping/payroll (approximately 28 clients) and 25% tax prep (approximately 400 clients). Tax prep is approximately 70% individual returns, 25% Form 1040 Schedule C, and 5% for Forms 1120, 1120S, 1065, 1041 and 990.