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
British Columbia Canada
-30%+ cash flow improvement over 24 months -100% MRR-based value pricing model with predictable revenue -80% Canadian, 20% US clients with North American expansion opportunity -Deep Big 4 talent with experienced senior-level professionals...
$3,800,000
North Carolina
-Fully staffed with tenured professionals -Staff has remote capabilities -Value billing -Projections for 2025 are $1,100,000 -One partner is willing to stay on post close as an employee for the right purchaser This reputable CPA firm is built...
$1,100,000
Vermont
This well-established, three-partner CPA firm has been a trusted financial resource in Southern Vermont and Northern Massachusetts for decades offering a comprehensive suite of services including tax compliance and strategic tax planning, audit and...
$3,200,000
South Carolina
-One CPA partner willing to stay on to run daily operations -Strong local reputation -Nearly 100% paperless with efficient systems -Young, productive team with low turnover -Annual fee increases already in place This CPA firm has built a strong...
$1,150,000
-Exceptional team: 3 CPAs, most staff 10-37 years tenure -Cash flow exceeding 40% -60+ years of established community reputation Established more than 60 years ago, this well-respected CPA firm offers a rare opportunity to acquire a practice with...
$2,200,000
Michigan
-90% cash flow to owner! -2026 projected revenue exceeding $750,000 -Majority is recurring monthly revenue -High growth Medical Niche This virtual CPA firm specializes in serving medical professionals and generates exceptional cash flow of over 90%...
$1,300,000
Florida
-Purchase price approved by lender -Buyer could be remote -100% paperless office -Located is a great area near downtown San Antonio -Cashflow to owner is 45% Located in a sought-after area, this well-established firm provides exceptional service for...
$950,000
Washington
-Owner hours are only 700 -High Package Fees with Pro at $65,000, Plus at $40,000 and Essential $14,000 -Focused niche in construction and home services -Consistent annual growth revenue with an average of 30% -$620,000 in secured revenue for 2026!...
California
-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium services. Business return fee average is over...
$2,450,000
-68% recurring bookkeeping revenue -Tax returns exclusively provided to bookkeeping clients, no stand alone 1040s! -Exceptional scalability with consistent year over year growth -Specialized niche in mental & behavioral health professionals -Current...
Key Strengths & Opportunities ? Strong Financial Performance: $2.5M projected 2025 revenue with steady 10%+ annual fee increases. ? Leadership Continuity: Two junior partners staying post-sale ensure smooth transition and client confidence. Over 20...
$2,950,000
Alberta Canada
-perfect for an accounting professional ready to take the next step into ownership -2024 cash flow exceeding 45% -Systems are in place for a seamless transition -Individual owner hours are less than 2,000 This high-quality franchised Business...
$699,000
? Cash flow exceeding 50% ? Fantastic reputation with quality referral sources ? Scalable and ready for growth Founded in 2002, this boutique-style CPA firm has built a strong reputation for personalized, high-quality service across a diverse range...
$750,000
-Cash Flow is close to over 650,000 in 2024 and projected around 800,000. -Owner hours are 400! -Proven Growth: 27% annual average growth and consistent fee increase twice yearly. -Exceptional Team: Loyal, well-trained offshore staff manage all...
$2,990,000
-Projected revenue of $1,700,000 for 2025 -Well-established real estate niche -Fantastic location between Los Angeles and San Diego This 2-partner boutique firm specializes in serving high-net-worth clients and has a well-established niche in real...
$2,300,000
- 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
Colorado
-Cash flow to owners at $396,000 -2025 projected at $1.1 million -both partners willing to stay on after closing -Fully staffed Located in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal client...
$1,250,000
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
-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...
$400,000
Brannon Poe Poe Group Advisors 8433455580
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