For CPA & Tax Firm Owners
Your Practice Deserves a Thoughtful Exit.
The Alpha Tax Group is an active buyer of established CPA and tax practices across Florida and Alabama. We offer fair valuations, flexible deal structures, and a transition process built around protecting your clients, your staff, and your legacy.
Why Owners Sell
Every Exit Has a Different Story
Retirement Planning
You have built something valuable. We help you convert decades of work into a secure financial future on your timeline.
Burnout & Balance
Tax seasons take a toll. If you are ready to step back without abandoning your clients, we provide a dignified path forward.
No Succession Plan
Most small firm owners have no heir apparent. We step in as a qualified, prepared successor so your clients are never left without service.
Growth Without the Grind
Some owners want to stay involved but shed the administrative burden. We can structure a deal that keeps you engaged on your terms.
Our Process
Simple. Transparent. Respectful.
Firm Snapshot
Complete our short questionnaire below. It takes under 3 minutes and gives us the context to have a meaningful first conversation.
Confidential Call
A no-pressure 20-minute call with our acquisitions team. We listen first. No obligation, no hard sell.
Practice Valuation
We provide a clear, written valuation based on revenue, client mix, and market conditions — typically 0.8x to 1.5x gross revenue.
Deal Structure
Flexible structures: cash at close, earnouts, or a phased transition. We tailor the deal to your goals and timeline.
Smooth Transition
We manage client communication, staff retention, and technology migration. Your clients never feel the change.
"We are not just buyers. We are stewards of the practices you spent a career building."
Firm Snapshot
Tell Us About Your Practice
This short questionnaire takes under 3 minutes. All information is kept strictly confidential and is used only to prepare for your initial conversation with our acquisitions team.
Firm Profile
Basic information about your practice