financial services for Sale in North Carolina

Bookkeeping, Payroll & Tax Practice (EA, Non-CPA), ~$1.2M Adjusted Ear

This is a rare opportunity to acquire a 40-year-old bookkeeping, payroll, and tax practice in the Southeast with financial performance that speaks for itself: $1.5M in 2025 revenue, approximately $1.2M in adjusted EBITDA, and roughly 98% annual client retention. Importantly for buyers, this is an Enrolled Agent practice, not a CPA firm. The EA credential itself is exam-based with no degree requirement, so a buyer can build licensed capacity internally rather than hire into the constrained CPA market. A second-generation successor is already in the business. The practice serves 100+ closely held business clients on flat monthly retainers covering bookkeeping and payroll, with tax preparation for the businesses and their owners layered on top. Roughly $1M of revenue is recurring monthly billing. Client relationships span decades, and losses average only two to three clients per year, typically a business closing rather than a competitive switch. Every client has come through referral. The practice has never done marketing and currently turns away demand to protect service quality, leaving obvious growth for a buyer through basic marketing, annual price adjustments, and added licensed capacity. The books are clean, there is no debt, and no liabilities transfer at close. The owner, selling for retirement planning, will remain through a transition of one year or longer to ensure a smooth handoff of relationships.