-Cash flow is approximately 40%
-Great location within the 285 in Atlanta
-Trusted reputation within the community for over 50 years

This well-established CPA firm has been a trusted presence in its community for over 50 years, earning a reputation for reliability and exceptional client service. The firm boasts a loyal and diverse client base, with most relationships spanning over 15 years. Located in a professional, high-growth area, the firm primarily serves small businesses and has embraced modern practices. This firm’s operations are 90% paperless and all audit work is conducted remotely. Roughly 10% of clients prefer in-person meetings which allows for efficient operations and flexibility. With strong client retention, streamlined systems, and impressive cash flow at approximately 40%, this firm offers a solid foundation and significant opportunities for continued growth under new ownership.

Ideal Buyer:
The ideal buyer will be prepared to step in and fully assume the roles of both the current owner and the retiring administrative staff. A strong background in public accounting and experience as a current firm owner are key. To maintain the firm’s trusted reputation and long-standing client relationships, the buyer must demonstrate integrity, strong moral character, and a personable, client-focused approach.

For more information please visit the website entitled PoeGroupAdvisors