4213GAAtlanta$297,702soldPoe Group Advisors

This firm is well established in the community as a high integrity firm with over 50% of the clients being loyal for over 10 years. Services include corporate and personal tax, bookkeeping, and some estate and consulting work. The firm does no reviews, audits, or other attest work. This firm has seen consistent cash flow to owner of 42% and consistent revenue due to client referrals and being selective with taking on new clients. This is a straight forward general practice in a fast-growing metro area. There are two staff members including an admin assistant and long-term bookkeeper, who enjoy the friendly team culture. The office is in a nice 4 story building with plenty of parking and maintenance with many businesses and restaurants nearby.

The two staff of this firm are collaborative and tight knit. The owner has created a professional, warm, and friendly atmosphere so that staff can create personal relationships with clients. Proven quality work, personable high-level service, and a client focused approach have created a loyal client base. Many of the clients have been with the firm for over 20 years and enjoy the relationship with the owner. Only about 20% of clients meet in person. There are many opportunities for a buyer to take advantage of with this excellent client base and bring to the next level.

-Great work environment with 2 employees
-Strong client retention rate
-Many clients have been with the company for 20 + years

Ideal Buyer:
The ideal buyer will be a CPA and have excellent interpersonal skills with the ability to demonstrate integrity in the quality of their work and communication with clients. The buyer should have a strong tax background. A buyer has many opportunities to increase revenue with these long term, loyal clients.

The ideal buyer will have strong communication and high-level interpersonal skills. A buyer will want to provide excellent client service to maintain the long-term relationships.

Integrity and a strong work ethic will be key attributes to sustain the growth of this firm. Several growth opportunities exist for an incoming Buyer with their current client base. This is an excellent opportunity for several buyer scenarios in a high growth, desirable market. The owner has chosen to maintain work/revenue at current levels, but a new buyer has many high ROI opportunities to grow the firm.