Well-Established Triad CPA Firm with Strong Real Estate Niche and Loyal Client Base
North Carolina CPA Practice with a Commercial Real Estate Focus
On NextCompany since September 14, 2026 (31 days)
NC area
Business overview
This North Carolina CPA practice serves a stable client base with a focus on commercial real estate. The practice generates annual gross revenue of $2,100,000 and carries an asking price of $2,600,000. The firm consistently raises annual fees by approximately 5%.
The practice employs experienced professionals, including multiple CPAs, within a collaborative team. The firm has grown its client base entirely through referrals and longstanding relationships. The practice includes two minority partners willing to stay after the sale to support continuity.
Who is a good fit for this business
- CPAs with strong tax expertise and the operational capacity to assume a retiring managing partner's responsibilities.
- Larger regional firms with infrastructure to maintain the Triad-area office and support staff succession planning.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The practice attracts clients through referrals and longstanding relationships within its commercial real estate niche. The firm combines this organic growth with consistent annual fee adjustments.
The practice includes two minority partners open to remaining after the sale as another partner transitions toward retirement. The firm also employs a tenured professional team that includes multiple CPAs.
The practice suits a CPA or established firm with strong tax expertise and operational leadership capacity. The firm favors prior acquisition and transition experience involving a practice of this size. The practice also calls for infrastructure supporting its Triad-area office and staff succession planning.