Finance & Accounting Charlotte, NC 11 employees
Established CPA Firm Audit Compilation Practice
Established CPA firm serving Charlotte area with 10+ years of client relationships
About This Business
Well-established Charlotte-area CPA firm serving small-to-midsize clients. Strong recurring audit and compilation revenue with established client relationships spanning over 10 years. Staff of 3 CPAs and 8 support professionals. Modern cloud-based practice with proven profitability.
Key Highlights
10+ years of continuous operation
3 licensed CPAs on staff
Serving 45 active client businesses
Modern cloud-based practice management
Financial Overview
Reason for Selling
Owner pursuing retirement and family priorities
Documents Available in Data Room
Operational Documents
Other Documents
Tax Returns
Financial Statements
Asking Price
$3.1M
Company name and seller contact revealed after purchase. One-time fee.