Accounting Charlotte, NC 18 employees
Mid-Size SMB Accounting Tax Advisory Firm
Trusted Charlotte accounting firm serving SMBs with tax and advisory services
About This Business
Well-established accounting practice in Charlotte, NC with loyal client base averaging 8+ years. Specializes in SMB accounting, tax planning, and financial advisory. Team of 18 full-time staff including CPAs. Cloud-based practice management with robust infrastructure.
Key Highlights
18+ year average client relationship
Remote-capable operations
Referral-based lead generation
Scalable with proven processes
Financial Overview
Reason for Selling
Founding partners approaching retirement
Documents Available in Data Room
Financial Statements
Tax Returns
Operational Documents
Marketing Materials
Other Documents
Asking Price
$1.2M
Company name and seller contact revealed after purchase. One-time fee.