Financial Services Company_CPA BUYERS ONLY

Business Overview:

A seventeen-year tax and advisory practice in North Metro Atlanta is coming to market, and it is being offered only to CPA firms, tax groups, and financial services companies.

That is not a formality. The work requires a credentialed professional and an active EFIN from day one, so individual buyers and first-time owners are not a fit and will not be qualified.

For the right firm, this is a clean bolt-on. Nearly 500 active clients file here every year, four out of five come back, and the business-entity side has more than doubled in two years. The practice has never spent a dollar on advertising; it built the entire book on referrals.

Delivery is 85% virtual and no real estate or lease transfers, so the book simply moves into your existing office. Fees sit below what most regional firms charge for the same returns, and that gap is yours on day one.

The seller will stay through a full transition and has agreed to a long-term non-compete.

Qualified firms are invited to request the confidential information memorandum under NDA.

Contact the Seller:

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.

Property Features and Assets:

NA

Market Competition and Expansion:

Tax preparation in North Metro Atlanta is a fragmented, relationship-driven market. Gwinnett County and the surrounding corridor are among the fastest-growing and most diverse small-business areas in the Southeast, and demand for entity work has grown with it. Competition is broad but shallow — national storefronts and seasonal preparers at the low end, and a long tail of solo practitioners competing largely on price, none holding meaningful share.

This practice has never competed on price or advertising. It grew entirely on referrals, and its business-entity clients, the stickiest and highest-value segment, return at a materially higher rate than its individual filers.

The more relevant dynamic is on the buy side. Credentialed capacity is scarce, the preparer population is aging, and acquiring a book is now faster and cheaper for most firms than building one. Clean, growing practices of this size rarely reach the open market.

Reason for Selling:

Returning to a corporate role. Kindly ask the seller for more information.

Additional Details:

Documents:

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