financial services for Sale in Michigan

ADD-ON / Metro Detroit CPA & Advisory Firm / FY2025 Revenue ~$2.2MM

ADD-ON / Metro Detroit CPA & Advisory Firm / FY2025 Revenue ~$2.2MM / Adj. EBITDA ~$640K Company Overview Established in 1959, this Michigan-based CPA and advisory firm provides accounting, tax, audit, assurance, fractional CFO, and business consulting services to closely held businesses, professional practices, real estate operators, and high-net-worth individuals throughout the Metro Detroit region. Operating from its headquarters in Macomb County, the firm has built a multi-generational client base and a reputation for delivering recurring, relationship-driven financial services across more than 20 industry verticals. The firm operates with a principal-led delivery model supported by 13 full-time professionals, including licensed CPAs, accountants, and administrative staff. Services span the full client lifecycle, creating recurring engagement opportunities and strong client retention through tax compliance, bookkeeping, advisory, and assurance work. Key Performance Indicators * Founded: 1959 * Operating History: 67 Years * Headquarters: Mount Clemens, Michigan * Employees: 13 Full-Time Professionals * FY2025 Revenue: $2.2 Million * FY2025 Adjusted EBITDA: $639,000 * Adjusted EBITDA Margin: 29.3% * Estimated Active Clients: ~650 * Client Retention Rate: ~87% * Industry Verticals Served: 20+ * Largest Client Concentration: 3.8% of Revenue * Median Client Spend: $1,075 * Geographic Coverage: Macomb, Oakland, and Wayne Counties, with virtual service capability throughout Michigan Service Mix (FY2025 Revenue) * Accounting & Bookkeeping: 28.8% * Business Consulting & Specialty Services: 29.6% * Tax Compliance & Planning: 22.1% * Audit & Assurance: 15.4% * Fractional CFO & Advisory: 4.2% Competitive Strengths * 67-year operating history with multi-generational client relationships * Recurring revenue model driven by tax, bookkeeping, and compliance services * Diversified client base with no meaningful customer concentration * Multi-service platform combining accounting, tax, audit, advisory, and consulting capabilities * Strong presence across manufacturing, real estate, automotive, legal, and professional services sectors * Credentialed leadership team with active AICPA and state CPA society memberships * Modern cloud-based technology stack supporting scalable operations and client service delivery Growth Opportunities The business is positioned to expand through advisory and fractional CFO services, cross-selling additional services to existing clients, industry-focused specialization, and strategic acquisitions within the fragmented accounting services market. The platform benefits from favorable industry dynamics, including increasing private equity investment, ongoing CPA firm consolidation, and succession-driven acquisition opportunities.