Selling or Exiting Your Business Advisor Atlanta, Marietta & Peachtree Corners, GA

There is a lot of hard work put into planning and starting a business, as well as keeping it profitable throughout the years. However, many successful business owners put little or no thought into how they will exit the business when the time comes. Like anything else, this process requires careful thought and planning to ensure a successful transition.

CPA Services for Selling or Exiting Your Business

How We Can Help

Regardless of the path you choose—leaving your business to your children, selling to an employee, or a buyer—Fricke & Associates can help you create and implement an exit plan that will help you maximize returns, minimize tax liability, and avoid errors. In addition, if you become disabled or die before you retire, exit planning will help the business survive and enable you and/or your family to receive its full value.

Client Testimonials

I highly recommend Fricke& Associates for their thorough review of my circumstances and customer care. When I have had to reach out to them off tax season, assistance was provided... more

I have had a great experience. The attorneys I work with are very responsive and I appreciate their help in answering questions and attention to me even though I am... more

Fricke & Assoc. has been handling all of my taxes for years and they do an incredible job of making it far easier. The web platform is also helpful in... more

Fricke responded to key urgent needs as well as the regular business and personal taxes. They went above and beyond!

Fricke and Associates have been a godsend for me and my business. I have been a client for several years, and have appreciated their professionalism and communication. I especially appreciate... more

I had a great experience working with Tanya Brown. She was professional, knowledgeable, and genuinely attentive to my needs. Her approachable and respectful manner made a real difference, and she... more

Fricke and Associates have been a tremendous asset to our company. Tessa, in particular, stands out for her professionalism, expert knowledge, and timely support. She keeps our business finances on... more

As a dentist, accounting is daunting and extremely consequential. After working with her, I know I am in the right hands with Mallory and her team- especially due to her... more

I've been using them since 2021 and I've enjoyed their services from the beginning. From their professional and attentive staff to them being able to answer any questions and provide... more

Thorough completion of taxes.

Fricke CPA Office

What We Can Offer You

The Fricke & Associates team will help you through every step of the process:

  • Coordinating accountants, financial planners, attorneys, and anyone else involved to ensure all the bases are covered
  • Discussing profitability issues and the add-backs to net income available to adjust income, normalizing it for the potential buyer
  • Listing terms with the owner that they believe are acceptable as sales terms and comparing these to the Letter of Intent and contract, as well as working with the attorney to review the contract to determine if the terms will work for tax purposes
  • Preparing the books for the transaction
  • Providing the buyer with historical financial records, including both financial statements and tax returns for comparison

We understand the stress that selling or exiting your business can cause. Allow us to help you make this a smooth transition.

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We can help

If you need a bookkeeping professional for small businesses in Atlanta, GA, Fricke & Associates, LLC. We have the expertise and experience to understand your needs, analyze your financial data, promote your growth, and ensure your financial future is set on a successful path. Additionally, we are a leader in developing and implementing the latest technology for optimizing accounting and tax solutions.

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