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
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
New Jersey
-$819,458 (2024), $825,000 (2025 projection) ~44% Cash to Owner -Stable client base with diverse revenue streams across tax and bookkeeping services -Experienced, client-facing staff with long-term tenure -Cloud-based, secure, and efficient...
$1,100,000
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...
$1,250,000
Florida
-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 consistently over 60% -Owner hours are only 1,500 per year -Wait list of new clients -Amazing referral sources This completely virtual firm is designed for modern, streamlined operations, with proven systems in place to support a seamless...
$495,000
-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...
$800,000
Georgia
-Annual Gross Projections for 2025 are $800,000 -Cash flow to owner is rising and year to date is already over 2024-year end -Well established in the community for over 30 years -Strong staff and loyal clients -Owner willing to stay on This...
-Cash flow is approximately 40% -Great location within the 285 in Atlanta -Trusted reputation within the community for over 50 years This well-established CPA firm has been a trusted presence in its community for over 50 years, earning a reputation...
$500,000
-Cash flow was $656,000 in 2024 -Experienced leadership team and highly skilled staff -20% additional capacity available (CAS and Tax) with the current team for easy growth -Premium pricing model—Bookkeeping average fee of $17,932 -Strong client...
$2,500,000
-2025 Projection is on track for $1,000,000 -VAT Management services average around $13,000 -30% of clients are over $20M in revenue and another 30% are over $10M. Several are multibillion dollar companies! -Solid 30 year reputation within the...
$1,195,000
North Carolina
-CAAS services are billed on a recurring fixed fee basis with a packaged structure -50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900 -Several remote employees, with only 1 going into a small executive work space (this employee...
$750,000
-Cash flow at 65% -Owner hours 650 per year -Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of long-term clients and staff alike. With minimal...
$525,000
• Cash flow to owner 50% • Owner hours less than 2,000 • Recession proof niche This virtual, two-partner CPA firm offers an exceptional opportunity for growth and profitability. Renowned for its outstanding reputation and client-first service, the...
Brannon Poe Poe Group Advisors 8433455580
Individuals and companies listed here claim to be an authorized business transaction intermediary. While BizBuySell does not doubt these claims, BizBuySell has not verified them and makes no guarantee, warranty or representation about them. It is your responsibility to independently confirm the claims made by individuals and companies listed here.
