I am seeking to relocate my established CPA practice to South Carolina through a merger with an existing firm, ideally in a partner or shareholder capacity. My goal is to integrate into a forward-thinking firm where I can contribute immediately to leadership, client service, and long-term growth.
About the Practice:
I currently operate a small, well-established CPA practice serving a diverse client base, including small closely-held businesses, high-income/high-net-worth individuals, and trusts. Services include tax planning and compliance, business advisory, client representation before taxing authorities, and bookkeeping.
The practice is built on long-term client relationships, quality service, and a reputation for responsiveness, technical competence, and practical business advice.
What I am Seeking:
- Partner/shareholder opportunity within an established South Carolina CPA firm
- A collaborative firm culture focused on client service and growth
- Opportunity to transition or merge my existing client relationships smoothly
- Opportunity to transition into retirement in 5 – 10 years
What I Bring:
- Established book of business ($700,000+)
- 40+ years of broad experience in tax, financial statement, and advisory services
- Experience in retail, manufacturing, professional service, and real estate rental industries
- Strong client retention and referral-based growth model
- Commitment to continuity of client relationships during transition
- Leadership experience and willingness to contribute to firm development
Ideal Firm Profile:
Small to mid-sized CPA firm, including sole proprietors, open to strategic expansion or adding experienced leadership talent, preferably located in Jasper or Beaufort Counties
Confidential Inquiries Welcome
If your firm is interested in exploring a mutually beneficial opportunity, please contact:
Name: Elizabeth
Phone: 843-505-8217
Email: maryeak1969@gmail.com
Location (current): Connecticut
Availability for transition: As soon as practicable
