Accounting & Tax Brokerage (ATB, Inc.) specializes exclusively in the sale and acquisition of accounting and tax practices throughout California. With decades of real-world experience in private practice, tax office management, and transaction coordination, we understand not only the business side of a firm, but also the personal significance of making the right transition.
ATB, Inc. takes a thoughtful, relationship-driven approach to every transaction. Rather than simply connecting buyers and sellers, we bring together the right parties through a structured, confidential process designed to protect sensitive information and support a smooth, well-managed engagement from initial conversations to closing.
Serving firms across California, ATB, Inc. offers deep regional insight, longstanding industry relationships, and a strong presence in the tax and accounting community. We maintain that presence year-round, connecting with buyers and sellers at conferences and industry events statewide, including those hosted by Spidell, CalCPA, AICPA, IRS, CSEA, and CSTC.
We understand what matters most to both practice owners and buyers, including preserving client relationships, honoring the legacy of a business, and creating the right path forward for the future. Whether you are preparing to sell a practice or looking to acquire one, ATB, Inc. provides experienced guidance, personalized attention, and end-to-end transaction support at every stage.
If you are considering your next step, we welcome the opportunity to speak with you confidentially at www.ATBCAL.com.
(855) 428-2225
ATB, Inc. CA DRE 02002824
