Cobb County CPA Firm

NEW

The Opportunity
High-demand opportunity to acquire a well-established, single-owner CPA practice in Cobb County. Founded and built from the ground up, this firm is characterized by its resilience, premium client loyalty, and a trajectory of consistent year-over-year revenue growth. This is an ideal acquisition for an individual CPA or EA practitioner looking to step into a turnkey operation or an existing CPA or EA firm seeking to expand its footprint in the lucrative North Atlanta market.

Key Highlights
• Financial Strength: Boasts impressive cash flow and a history of steady revenue increases, reflecting a healthy, scalable operation.
• Loyal Client Base: A stable, long-term portfolio of clients that provides a reliable recurring revenue stream.
• Operational Excellence: Known for high-quality service standards and a reputation for excellence within the local business community.
• Strategic Transition: The founder is approaching retirement but is committed to the successor’s success, offering to remain on board for up to two years to promote a seamless handoff and high client retention.
• Lending Options: Lending options available for this practice.

Asking Price

$925,000

Annual Gross

$791,000

Revenue Breakdown:

15% Accounting, bookkeeping, and payroll services

52% Income tax preparation for individuals

22% Income tax preparation services for business clients

7% Other tax services (not for profit, trust, estate, gift)

1% Reviews and compilations

3% Non-tax consulting

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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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