Established Niche Accounting & Financial Services Firm

Well-established outsourced accounting and financial services business serving a specialized niche throughout the Lowcountry and Coastal South Carolina/Georgia region. The company has built a loyal base of recurring clients by providing essential monthly financial management services through a highly efficient, relationship-driven business model.

The business operates with low overhead and requires approximately 20–30 owner hours per week, making it an excellent opportunity for an accounting professional, CPA, bookkeeper, or existing firm seeking to expand through acquisition. Established systems, recurring monthly revenue, and a strong reputation provide a solid foundation for continued success.

The owner is relocating out of state and is seeking a qualified buyer to continue serving the existing client base. Training and transition assistance will be provided to facilitate a smooth ownership transfer.

Down Payment: N/A

Total Sales: N/A

Cash Flow: $84,000

EBIT: N/A

EBITDA: N/A

Accounts Receivable: N/A

FFE: N/A

Inventory: N/A

Year Established: 2012

Owner Hours Per Week: 20-30

Non-Owner Payroll: N/A

Real Estate: N/A

Monthly Rent: N/A

Terms and Conditions?:

100% cash at close

Reason For Sale:

Seller is moving out of state and wants it to stay local

Training & Support:

Training and transition assistance will be provided to facilitate a smooth ownership transfer.

Potential Growth:

Additional growth opportunities include expanding into adjacent industry-related businesses, as well as offering additional advisory or controller-level services to existing clients. Given the company's strong reputation and minimal marketing efforts to date, there is also potential to accelerate growth through a more active digital marketing and business development strategy.