Sign in Sell your business
CPA Practice with Loyal Client Base — Metro Atlanta
/ 1
Active Confidential

CPA Practice with Loyal Client Base — Metro Atlanta

GA, US Accounting & Legal Firms Est. 1999

Financial summary

Asking price
$795,000
Annual revenue
$855,000
Cash flow (SDE)
$295,000
EBITDA
$260,000
Employees
7
Seller financing
Available

Seller will consider financing up to 20% for a qualified buyer with an acceptable down payment.

About this business

  • 27+ years of continuous operation
  • Annual revenue of $855,000
  • Seller's discretionary earnings of $295,000
  • 480 recurring clients; 92% retention
  • Seller stays through next tax season
This CPA practice was built deliberately. The 480-client book skews toward business returns and monthly advisory, with retention at 92% and fees raised twice in three years without attrition. Since 1999 it has compounded steadily and now produces $855,000 in annual revenue and $295,000 in seller’s discretionary earnings — figures a buyer can verify line by line during due diligence.

With 7 staff and clearly assigned responsibilities, the business does not depend on the owner for daily output. Systems cover quoting, scheduling, fulfilment and collections; churn is low and reviews are strong.

Cloud bookkeeping is offered to only a fifth of clients today; internal cross-sell alone supports double-digit growth. The sale includes all operating assets, customer records and transferable contracts. The owner is selling for personal reasons unrelated to performance and will support a full handover. A confidential information package is available to qualified buyers.

History

Founded in 1999, the business has operated continuously under its current concept, expanding services and upgrading facilities along the way.

Growth opportunities

Cloud bookkeeping is offered to only a fifth of clients today; internal cross-sell alone supports double-digit growth.

Competition

Local competitors exist but none combines the same track record, reviews and repeat business in this trade area.

Reason for selling

Sole practitioner retiring; will introduce buyer through a full tax season.

Assets included

Furniture, fixtures and equipment, trade name, customer records, phone numbers, domain and transferable contracts.

Facilities & lease

Well-located premises in an established Atlanta corridor, maintained to a high standard.

Documents

No documents have been attached to this listing yet.

Location

GA, US — exact address disclosed to approved buyers only

Similar businesses

Non-disclosure agreement

jiuu

Your signature is recorded with a timestamp and IP address.

Request the information package

This listing is managed by a broker desk. Share your buyer profile — the broker reviews every request and releases the full information package to qualified buyers.

Make an offer

Asking price: $795,000

Message the seller

Report this listing