North Metro Atlanta Area CPA Firm

SOLD

Highly respected CPA firm for sale in the north Metro Atlanta area, housed in a modern, upscale office space utilizing state-of-the-art technology. The firm offers a paperless, cloud-based operation. Boasting a sophisticated, high net worth clientele, the practice garners a strong fee structure yielding a nice discretionary cash flow to the owners. The experienced staff includes a large number of CPAs. After a sale, the owners will be available for a smooth transition and could be open to continued employment if needed.

Asking Price

$2,700,000

Annual Gross

$2,550,000

Revenue Breakdown:

14% Accounting, bookkeeping, and payroll services

17% Income tax preparation services for individuals

38% Income tax preparation services for business clients

5% Income tax preparation services for other clients

1% Tax planning

14% Financial statement audits

2% 401K Audits

6% Financial statement reviews

2% Non-tax consulting (reoccurring)

1% Other miscellaneous services

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How to Buy with Confidence

Our experience in the industry makes the transaction simple.

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Phase 1:

Locating a Firm to Purchase

Start by analyzing your strengths to determine the ideal firm size and client mix for you. Assemble your team of advisors, get pre-approved for financing, and begin identifying acquisitions that are the right cultural and professional fit.

Phase 2:

Negotiations and Due Diligence

Bring a fair offer to the table that addresses price, terms, and any employment contract for the seller. After executing an offer or LOI, conduct a thorough review of tax returns, financials, and client demographics to confirm the firm's value.

Phase 3:

Closing and Transition

Finalize your closing documents, fund the purchase, and begin building relationships with clients and staff. A clear transition plan — often with the seller staying on briefly to assist with client retention and a smooth handoff.

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