-Revenue stable in the $2.4M to $2.5M range annually, with 2026 collections tracking ahead of prior year pace -Tenured team with several members having been with the firm for over a decade -All new business sourced through referrals from...

-Cash flow to owner exceeding 40% with stable, consistent revenue year over year -Well-rounded service mix including tax, estate and trust work, audits, and bookkeeping -All new clients sourced through referrals from attorneys and investment...

-100% monthly subscription billing, Average fees are around $40,000 -Owner cash flow projected to exceed $400,000 in 2026, with a trailing twelve-month trajectory well ahead of prior year -Owner works approximately 800 hours annually About this...

-Consistent revenue growth for over 30 years, reaching approximately $760,000 in 2025 -Fully remote, self-directed team with strong tenure and detailed policies and procedures documentation -Diverse client base spanning medical professionals, real...

-Current owners work just 30 hours annually, with experienced on-site management handling all day-to-day operations -40+ year established practice with a loyal, long-tenured client base -Diverse full-service mix: bookkeeping, personal and business...

-Approximately 600 active clients with consistent revenue growth year over year -Cash flow exceeding 40% in 2025 -Monthly bookkeeping clients represent 46% of revenue, providing a strong recurring revenue base -Firm consistently receives more...

-30+ years of referral-only growth across a diverse industry client base -Revenue stable at approximately $1.38M for three consecutive years -$548,100 cash flow at a 40% margin in 2025 -Both partners willing to stay in producing roles through...

- ~35% cash to owner (2025), ~40% cash to owner (2026 projection) - $943,060 (2025) with projected growth to $1,075,000 (2026) - Hybrid operating model with both in-office staff and several remote CPAs This established CPA firm serves a loyal base...

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven client base across small and mid-sized businesses,...

-Bilingual (English/Spanish) full-service firm with a differentiated community presence in one of the fastest-growing markets in the country -Revenue grew 47% over two years with a 2026 projection of $4,200,000 -Over $1.8M cash flow at a 47% margin...

-Established specialty audit niche built entirely through referrals over 30+ years with no formal marketing -Fixed-fee billing collected in advance with virtually zero accounts receivable and WIP at year end -Cash flow exceeding 36% in 2025 on...

-Cash flow exceeding 40% in 2025 -Higher-than-average fees across all service lines -Remote-capable operations with cloud-based systems -1,800 owner hours annually with flexible schedule ABOUT THIS PRACTICE: This full-service CPA firm has built a...

-Established specialty audit niche built entirely through word-of-mouth with a deliberately selective client strategy -Revenue grown 53% over two years, with a 2026 projection of approximately $1.8M -YTD billings through April 2026 running 38% ahead...

-Revenue grown 32% over two years, reaching approximately $1M in 2025 with a 2026 projection of $1.1M -Cash flow exceeding 43% in 2025 -Monthly business advisory clients driving recurring, predictable revenue -Personal tax returns averaging over...

-Established commercial real estate niche driving consistent, organic growth -Revenue grown year-over-year, reaching approximately $2.5M in 2025 -Annual fee increases of approximately 5% implemented consistently -Two minority partners willing to...

-Owner works approximately 260 hours annually with a strong leadership team managing day-to-day operations -Value-based subscription model with built-in annual fee increases and 97% recurring revenue -Revenue growing toward $1.6M in 2026 with...

-100% value-based subscription pricing model generating fully predictable monthly recurring revenue -Cash flow improved by over 30% in the past 24 months through disciplined operational focus -Senior-level team with Big 4 backgrounds serving...

-Fully staffed with long-tenured professionals deeply committed to client success -Value billing model with fees collected at time of service and minimal accounts receivable -Revenue projected at approximately $1.1M for 2025 -One partner willing to...

-15+ tenured and loyal staff with deep institutional knowledge -Full-service practice: tax compliance, audit and assurance, and estate and trust work -Loyal client base spanning individuals, family-owned businesses, nonprofits, and closely held...

-One CPA partner willing to stay on to run daily operations -Nearly 100% paperless with efficient, scalable systems -Annual fee increases already in place providing predictable revenue growth -Young, productive team with low turnover and a strong...