GEORGIA

ESTABLISHED ACCOUNTING PRACTICE: INVESTMENT OPPORTUNITY OR ACQUISITION

Overview
Founded: 2009
Location: Remote operations
Sale Price: $2,200,000
Growth Rate: 13-15% annually, consistent growth since 2009
2024 Total Revenues: $900,000 with approximately 35% profit margin
Growth Since 2020: More than doubled revenue ($363K to $900K)
Software Used: Drake Tax, QuickBooks, Canopy, Monday

Key Highlights
Diverse client base across multiple industries
Experienced, long-term accounting staff handling all client work
Dedicated Business Development Director managing all marketing channels
Sales support team in place for lead management and conversion
Strong mix of recurring monthly and tax clients
Consistent growth with specialized brands
Three niche brands in expanding markets
Premium pricing in specialized sectors

Complete Practice Acquisition
Full purchase opportunity for qualified buyer
Owner available for transition through the end of 2025
Ideal closing in May 2025 (after current tax season)
Turnkey business with proven systems and staff in place
Substantial growth potential through existing niche brands

Assets Included in Sale:
Established book of business with 16-year history
5 Revenue-Generating Websites:
Two main practice websites (consistent lead generation)
Three niche practice websites (weekly leads)
Metaverse spaces for all brands
Custom AI chatbots for all brands/niches
All associated social media accounts

Ideal Buyer
CPA, Enrolled Agent, or investment-focused entity
Experience in professional services growth
Appreciation for niche market strategy
Vision for scaling specialized accounting services

Serious inquiries only. Please respond to discuss which option interests you, and we can schedule a call to explore details after signing a mutual NDA.