SE Georgia CPA Firm

NEW

The Opportunity
An extraordinary opportunity to acquire a well-established, highly respected CPA firm in Southeast Georgia. Serving as a dominant provider in the region, this firm boasts a strong reputation, a deeply loyal and recurring client base, and little local competition. Whether you are an established firm looking to expand your footprint into a thriving market or an individual practitioner seeking a turn-key practice with immediate high profitability, this firm is structured for a seamless, successful acquisition.

Key Highlights
• Exceptional Cash Flow: Outstanding cash flow to the owner with robust, consistent profit margins.
• Turn-Key Operations: Highly organized workflow, established systems, and a predictable, recurring revenue stream year after year.
• Dominant Local Presence: Long-standing roots in the community with high brand equity and minimal direct local competition.
• Flexible Real Estate Options: The firm operates out of a well-maintained commercial building owned by the seller. The seller is open to either selling or leasing the real estate to the buyer.
• Smooth Ownership Transition: The seller is committed to client retention and is available to assist with transition following the sale.

Asking Price
$425,000
Annual Gross
$375,000
Revenue Breakdown:
49% Accounting, bookkeeping, and payroll services
36% income tax preparation services for individuals
15% Income tax preparation services for business clients

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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.

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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.

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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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