This is a rare opportunity to purchase a best-in-class accounting firm in the Southeast.
It is strategically positioned for rapid growth, the firm consistently outperforms industry benchmarks across revenue growth, recurring revenue mix, client retention, margins, and operational efficiency. Built on a technology forward delivery model and supported by an experienced, high performing team, it provides immediate scale for an acquirer seeking regional dominance or a platform for national expansion.
Sellers will support a professional, seamless transition to new ownership and are seeking qualified, serious buyers only. Confidentiality is paramount; interested parties must sign an NDA and provide proof of funds before receiving detailed information.
Business highlights:
- Location: South Carolina (serves multiple markets across the region)
- Recurring Revenue: +60%+ of total revenue, high volume of monthly recurring revenue streams
- Profitability: EBITDA margins in the 20–40% range
- Client Metrics: 80%+ client retention
- Revenue Mix: Multiple distinct lines of service (tax, accounting, advisory, payroll, outsourced CFO, etc.)
- Technology: Advanced, scalable tech stack with workflow automation
- Team: Experienced, low turnover “AllStar” accounting professionals
- Diversification: Broad industry diversity and low client concentration risk
- Scalability: Documented, repeatable processes and strong crosssell metrics
- Transition: Sellers committed to a smooth, professional handover and integration support
- Availability: qualified buyers only (NDA & POF required)
Great opportunity to be acquired by large company interested in expansion in the southeast. This firm is poised for national expansion.
