SE Atlanta Area CPA Firm
The Opportunity
Ideal opportunity for an expanding regional firm or an ambitious practitioner seeking a turnkey practice in southeast Atlanta with a balanced accounting portfolio. Built on decades of client trust and high retention, the practice offers an immediate, reliable income stream paired with built-in growth potential. Unlike tax-heavy practices that face extreme seasonality, nearly half of this practice’s annual revenue is derived from recurring year-round monthly revenues. The practice can remain in its current, established location, and the seller is fully committed to providing hands-on assistance during the transition period to help transfer key client relationships and maintain firm operations.
Key Highlights
• Balanced Revenue Streams: Significant accounting, bookkeeping, and payroll services generate recurring cash flow throughout the year—not just during tax season.
• Turnkey Real Estate: Strategic Southeast Atlanta location. The commercial building is owned by the seller and is available for purchase or lease alongside the practice.
• Turnkey Transition: The seller is committed to staying on during a transition period to ensure client retention and operational continuity.
• Established Client Base: Loyal individual and business client network built on long-term relationships and high retention.
Revenue Breakdown:
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How to Buy with Confidence
Our experience in the industry makes the transaction simple.
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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