ESTABLISHED MULTI-PARTNER CPA FIRM IN SOUTH CAROLINA WITH SOPHISTICATED CLIENT BASE
Multi-Partner CPA Firm in South Carolina
On NextCompany since September 14, 2026 (31 days)
SC area
Business overview
This multi-partner CPA firm serves a diverse client base in South Carolina. The practice serves manufacturers, medical practices, construction companies, nonprofits, real estate entities, and high-net-worth individuals. It brings depth in international and foreign compliance. The firm reports annual gross revenue of $2,500,000 and an asking price of $3,900,000.
The practice uses cloud-based systems and fully documented workflows. It distributes client responsibilities across its team, including several professionals with over a decade of tenure. The firm generates all new business through referrals from attorneys, financial advisors, and bankers. Its existing client base presents cross-selling opportunities in wealth advisory and cost segregation.
Who is a good fit for this business
- Regional or national CPA firms seeking expansion in South Carolina through a practice with international and foreign compliance capabilities.
- Well-capitalized financial services organizations pursuing wealth advisory and cost segregation opportunities within an existing client base.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The practice gives staff autonomy over their time without productivity mandates. It ties staff loyalty and client retention directly to this environment.
The practice anticipates full transition support from its remaining partners. It also has a senior partner open to a flexible post-sale arrangement.
The firm shares client-facing responsibilities across its team instead of concentrating them at partner level. It supports client relationships through multiple team members at every level.
The practice welcomes structures involving CPA firms, financial services organizations, and well-resourced platforms. It expects a commitment to client service quality and staff continuity.