GEORGIA

For over 30 years, this firm has specialized in providing comprehensive attestation services including audit and assurance, tax planning, business consulting, accounting and a range of supporting services. The firm caters to a distinguished portfolio of approximately 42 clients including higher education institutions, non-profit organizations and private businesses. With an impressive average fee of $100,000 per client for attestation services, the firm demonstrates steady revenue, strong referrals and quality products. Existing and new clients recognize the firm for its excellent reputation as a leading provider in this niche service. The staff is dependable, highly trained and requires very little supervision. The 20+ person staff ensures exceptional service delivery with minimal supervision from the owner (who is not client facing). Staff retention is fantastic due to the owner working with the staff to ensure they are doing work they like and want to do. A buyer who desires a turnkey operation, and a high performing, well established firm with a loyal client base will excel. This firm offers significant opportunities for expansion by deepening service offerings and capturing existing and new referrals.

Highlights
• Buyer can be remote.
• Highly credentialed staff with over 7 CPAs, 5 MBAs and more
• Staff is extremely knowledgeable in their niche so a buyer would not need to have that expertise
• Majority work is done virtually
• Cashflow to owner is approximately 40%
• Annual increases between 5-10%
• Many of the loyal clients have been around for over 7+ years

Ideal Buyer:

Buyer can be Remote.

This fully virtual firm offers a prime opportunity for growth under new, ambitious leadership. The ideal buyer will have the ability to manage a virtual firm and staff, which can be done remotely. An entrepreneurial buyer could grow this firm by more aggressively promoting some of the existing service offerings, expanding services (more advisory, tax planning and structuring), increasing billings, and focusing on the firm’s expertise in the education sector. This opportunity is ideal for a buyer who values flexibility and is ready to capitalize on untapped potential. CPA required. This firm is perfect for several different buyer scenarios including a highly experienced individual, another audit firm looking to expand their services, or a private equity group. The firm has a highly skilled and educated team; the Buyer will recognize the current team’s value and will have the leadership ability to continue building at this level.