Poe Group Advisors is the premier accounting practice intermediary firm in the accounting industry.
Phone Number (843) 345-5580
Charleston, South Carolina
Our mission is simple: we help sellers successfully navigate the sale and maximize the value of their firm while minimizing risks and challenges.Likewise, we help buyers find the business that’s the right fit for their talents and skills.Ultimately, we strive to ensure that both parties involved are able to plan and implement a strategic, successful transition of clients and staff.To make this happen, we’ve built a team of skilled and invested professionals who consistently rank at the top of our industry in both total sales and client satisfaction.
Experienced in but not limited to the following services and sectors. Contact for a full list.
English
Established Businesses For Sale
-Specialized EBP audit niche with 30+ years of referral-only growth from financial advisors, TPAs, and CPA firms -Fixed-fee billing collected in advance, resulting in virtually zero accounts receivable and WIP at year end -$392,010 cash flow at a...
$1,590,000
North Carolina
-$327,447 cash flow (over 40% margin) -Higher-than-average fees across all service lines -Remote-capable operations with cloud-based systems -1,800 owner hours annually with flexible schedule -Affluent Southwest Charlotte location This CPA firm has...
$1,080,000
Michigan
-Established niche in PEO industry -Revenue grown 53% in two years, from $1,097,000 in 2023 to $1,682,415 in 2025, with a 2026 projection of $1,800,000 -YTD billings through April 2026 running 38% ahead of the same period in 2025 -Owner hours...
$2,500,000
-Revenue has grown 32% in two years, from $779K in 2023 to over $1M in 2025, with a 2026 projection of $1,100,000 -Cash flow to owner of $444,802 in 2025 (~43%) -Monthly business advisory clients driving recurring, predictable revenue -Personal...
$1,300,000
-Strong niche in commercial real estate -Increased revenue reaching $2.56M in 2025 -8 experienced CPAs on staff -5% annual fee increases This respected CPA firm has built a longstanding reputation for delivering consistently high-quality service to...
$2,750,000
Tennessee
-Owner works approximately 260 hours annually with a strong leadership team managing operations -Value-based subscription model with 3% annual fee increases built in -97% recurring revenue; no tax work -Modern tech stack with documented systems and...
British Columbia Canada
-Combined owner hours approximately 1,300 annually -Fixed-fee and a recurring revenue model with minimal accounts receivable -10+ tenured staff with many located offshore -Scalable model with existing capacity in bookkeeping and accounting...
$4,000,000
-30%+ cash flow improvement over 24 months -100% MRR-based value pricing model with predictable revenue -80% Canadian, 20% US clients with North American expansion opportunity -Deep Big 4 talent with experienced senior-level professionals...
$3,800,000
-Fully staffed with tenured professionals -Staff has remote capabilities -Value billing -Projections for 2025 are $1,100,000 -One partner is willing to stay on post close as an employee for the right purchaser This reputable CPA firm is built...
$1,100,000
Vermont
This well-established, three-partner CPA firm has been a trusted financial resource in Southern Vermont and Northern Massachusetts for decades offering a comprehensive suite of services including tax compliance and strategic tax planning, audit and...
$3,200,000
South Carolina
-One CPA partner willing to stay on to run daily operations -Strong local reputation -Nearly 100% paperless with efficient systems -Young, productive team with low turnover -Annual fee increases already in place This CPA firm has built a strong...
$1,150,000
-Exceptional team: 3 CPAs, most staff 10-37 years tenure -Cash flow exceeding 40% -60+ years of established community reputation Established more than 60 years ago, this well-respected CPA firm offers a rare opportunity to acquire a practice with...
$2,200,000
Florida
-Purchase price approved by lender -Buyer could be remote -100% paperless office -Located is a great area near downtown San Antonio -Cashflow to owner is 45% Located in a sought-after area, this well-established firm provides exceptional service for...
$950,000
California
-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium services. Business return fee average is over...
$2,450,000
? Cash flow exceeding 50% ? Fantastic reputation with quality referral sources ? Scalable and ready for growth Founded in 2002, this boutique-style CPA firm has built a strong reputation for personalized, high-quality service across a diverse range...
$750,000
-Cash Flow is close to over 650,000 in 2024 and projected around 800,000. -Owner hours are 400! -Proven Growth: 27% annual average growth and consistent fee increase twice yearly. -Exceptional Team: Loyal, well-trained offshore staff manage all...
$2,990,000
-Projected revenue of $1,700,000 for 2025 -Well-established real estate niche -Fantastic location between Los Angeles and San Diego This 2-partner boutique firm specializes in serving high-net-worth clients and has a well-established niche in real...
$2,300,000
- purchase price pre-approved by lender -2024 cash flow $665,000 -Strong projections -Owner is willing to stay on -Located in Tampa/Orlando area This well-established firm located in the Tampa/Orlando area, is known for its outstanding reputation,...
$1,450,000
Colorado
-Cash flow to owners at $396,000 -2025 projected at $1.1 million -both partners willing to stay on after closing -Fully staffed Located in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal client...
$1,250,000
Lexington, NC
-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025 Projection is $1,200,000 This established CPA firm has...
$1,395,000
Brannon Poe Poe Group Advisors (843) 345-5580
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