Financial ServicesVerified Seller
Established 40+ Year CPA Firm in Northeast - Strong Client Base & Growth Potential
None, None
Asking PriceUpon Request
Annual Revenue$2,949,239
EBITDA / Cash Flow$1,085,772
Executive Overview
Exceptional CPA and financial advisory firm with a $1,750,000 valuation, offering a proven business model with 40 years of established success in the Northeast market.
Key Investment Highlights
- •Founding Year: 1980
- •Experienced Team: 13 Professionals
- •Service Specialties: Accounting, Financial Planning, Investment Management
- •Client Base: Private/Public Companies, Nonprofits, Family Businesses
- •Strong Referral-Based Growth Model
This premier professional services firm has built a sterling reputation over nearly four decades by providing comprehensive financial solutions. With a team of seasoned CPAs averaging over 20 years of experience, the practice delivers highly personalized strategic guidance to a diverse and loyal client portfolio across multiple industry sectors.
The firm's unique value proposition lies in its team-driven approach, cost-effective service model, and deep commitment to client relationships. Potential buyers will find an exceptional opportunity to acquire a well-established practice with a proven track record of consistent performance, strong client retention, and significant growth potential in the evolving financial services landscape.