Established Three-Partner CPA Firm Serving Southern Vermont & Northern Massachusetts
CPA Firm in Vermont
On NextCompany since September 14, 2026 (31 days)
VT area
Business overview
This Vermont CPA firm provides tax compliance, audit and assurance, and estate and trust services. The practice serves individuals, family-owned businesses, nonprofits, and closely held entities. It maintains longstanding client relationships and generates recurring revenue.
The practice employs 15+ tenured staff with deep institutional knowledge. It reports annual gross revenue of $3,200,000 and carries an asking price of $3,200,000. The firm has three partners open to supporting a transition for staff and clients.
Who is a good fit for this business
- Established CPA firms with systems and operational infrastructure to support and develop a full-service practice.
- Buyers who prioritize staff engagement and service continuity during a partner-supported transition.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The practice draws on 15+ tenured, loyal staff who hold deep institutional knowledge. It also has three partners open to supporting the transition.
The practice emphasizes attentive, relationship-driven service and consistent work. It maintains longstanding relationships across a diverse client base and benefits from strong regional ties.
The practice suits an established CPA firm with resources, systems, and operational infrastructure to support further development. It calls for cultural compatibility, a careful transition, staff engagement, and continued service standards.