Poe Group Advisors is the premier accounting practice intermediary firm in the accounting industry.
Phone Number (843) 345-5580
Charleston, South Carolina
Our mission is simple: we help sellers successfully navigate the sale and maximize the value of their firm while minimizing risks and challenges.Likewise, we help buyers find the business that’s the right fit for their talents and skills.Ultimately, we strive to ensure that both parties involved are able to plan and implement a strategic, successful transition of clients and staff.To make this happen, we’ve built a team of skilled and invested professionals who consistently rank at the top of our industry in both total sales and client satisfaction.
Experienced in but not limited to the following services and sectors. Contact for a full list.
English
Established Businesses For Sale
California
* Both young owners are willing to stay on for the right situation. One wants to continue working in the business. * Premium Fees $2,343 for business return and $1,200+ for individual returns (half tied to a business). * Staff retention is...
$3,750,000
Rhode Island
Key Highlights: -Solid Profitability at 47% -Flexible Seller – willing to stay on in some capacity for the right buyer -No audits, no reviews and no compilations -Work/life balance is embedded in their culture with plenty of time off for family...
$2,000,000
Florida
- purchase price pre-approved by lender -2024 cash flow $665,000 -Strong projections -Owner is willing to stay on -Located in Tampa/Orlando area This well-established firm located in the Tampa/Orlando area, is known for its outstanding reputation,...
$1,450,000
Minnesota
-Owner hours less than 2,000 -Strong niche in TV and film production -Fully staffed leaving the owner to focus on growth This fully virtual accounting firm has established a strong niche serving clients in the rapidly evolving TV and film production...
$800,000
North Carolina
-2025 projections $1,100,000 -Seller open to creative purchase structures -Poised for future success Founded in 1963 as a family-run practice, this well-established two-partner CPA firm has built a strong reputation serving a diverse clientele that...
$1,000,000
Colorado
-Cash flow to owners at $396,000 -2025 projected at $1.1 million -Fully staffed Located in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal client base that spans a variety of industries,...
$1,250,000
-Cash flow exceeding $200,000 -Located in a fast-growing area -Wait list of new clients This thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and growth. Serving a diverse client base across...
$625,000
Lexington, NC
-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025 Projection is $1,200,000 This established CPA firm has...
$1,395,000
Morrisville, PA
-Consistent Year-Over-Year Growth -2024 Revenue: $962,436 | 2025 Projection: $1,000,000+ -Talented and collaborative client-facing staff Located in the Greater Philadelphia Area, this CPA firm has established itself as a trusted partner to a loyal...
Plantsville, CT
-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner -Established client relationships with steady recurring revenue -Professionally renovated office space with convenient access and ample parking -Great opportunity for a first-time buyer...
$400,000
Virginia
-There are over 5 CPAs on staff -Cashflow averaging $750,000 a year -Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise -High Fees – Business tax (includes some advisory) is $4,700 and...
$2,400,000
British Columbia Canada
-Owner hours less than 2,000 -Cash flow approximately 50% -Staff has capacity for new work This well-established firm is built on long-term client relationships and a highly personalized, concierge-style approach to service. The client base is...
Texas
-Cash flow exceeding $450,000 -Owner hours are only 1,500 per year -Desirable client base -Located near downtown Houston This well-established CPA firm operates on a value-based business model, enabling higher-than-average fees and strong...
$1,150,000
South Carolina
• Young, energetic owner committed to staying 10+ years to run and grow the firm. • Selling 70–100% equity, with plans to offer key employees an ownership stake. • 3+ CPAs on staff and over 20 employees. • High-net-worth clients with strong loyalty...
$10,000,000
More than $140,000 in new client work secured 2026 cash flow projected to exceed 35% Phenomenal staff Established in 2016, this fast-growing, fully virtual CPA firm specializes in serving owner-managed companies and has achieved over 35% annual...
-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. -All Value Billing, with billing taken upfront. No AR! -This firm is known for its fantastic quality of work in the audit sector and among pre-IPO...
$1,700,000
Maryland
-This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. -This firm is well-staffed with over 7+ employees and 3 CPAs -Cash flow can be improved with simple...
$1,300,000
-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a seamless transition. The client base has been...
Georgia
-Annual Gross Projections for 2025 are $800,000 -Cash flow to owner September year-to-date is $319,000 -Well established in the community for over 30 years -Strong staff and loyal clients -Owner willing to stay on This well-established hybrid CPA...
Brannon Poe Poe Group Advisors 8433455580
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