ATP — CPA Firm Intake Form

1

CPA Firm Profile & Contact

SECTION A

Basic Information

Firm / Practice Name * Required

Year Founded

Managing Partner / Primary Contact * Required

Managing Partner Age

CPA License Number

State of Licensure

Number of Office Locations

Contact Details

Primary Office Address

City

State

ZIP

Business Email * Valid email required

Direct Phone

Firm Website

Firm Classification

Primary Firm Type

Primary Client Market

Industry Niche or Specialty

What led you to explore ATP?

Affiliation & Regulatory Status

Current Accounting Firm Affiliation / Network

Is the firm registered as an RIA?

Yes No Pending

Any pending regulatory matters or SEC/state inquiries?

Yes No

2

Financial Performance & Revenue

SECTION B

Revenue Summary

Please provide trailing 12-month figures. Supporting documentation (tax returns, P&L) may be requested during due diligence.

T12M Gross Revenue ($) *

$

Required

Prior Year Revenue ($)

$

2-Year Prior Revenue ($)

$

Normalized EBITDA ($)

$

Owner Compensation (total, $)

$

Recurring Revenue (%)

3-Year Revenue Trend

Billing Rate Model

Avg. Hourly Rate (if applicable, $)

$

Revenue by Service Line

Service Line	T12M Revenue ($)	% of Total
Individual / Personal Tax Prep		—
Business / Corporate Tax Prep		—
Tax Planning & Strategy		—
Audit & Assurance		—
Bookkeeping & Accounting		—
CFO / Advisory Services		—
Wealth / Investment Services		—
Payroll & HR Services		—
Other Services		—
Total	—	—

Technology & Operations

Tax Software

Practice Management Software

Client Portal / Document Delivery

3

Client Base & Team Composition

SECTION C

Client Profile

Total Client Relationships

Individual / Household Clients

Business Entity Clients

Top 10 Clients as % of Revenue

Avg. Revenue per Client ($)

$

Average Client Tenure (Years)

Avg. Client Net Worth (HNW clients)

Annual Client Attrition Rate

New Clients Added Annually

Team Structure

Total Partners / Owners

Licensed CPAs (non-partner)

Senior / Experienced Staff

Administrative Staff

Total FTE Headcount

Seasonal / Part-Time Staff

Avg. Staff Tenure (Years)

Key Employee Dependencies?

Yes No

Succession & Ownership

Managing Partner Retirement Horizon

Succession Plan in Place?

Yes No Partial

Ownership Structure

Internal Successor Identified?

Yes No Maybe

4

Wealth Integration Potential & Strategic Intent

SECTION D

Current Wealth & Investment Activity

Client Assets Currently Under Management ($)

$

Estimated Addressable Wealth AUM ($)

$

% of Clients with Investable Assets >$500K

Current Wealth Referral Arrangements

Financial Planner / Advisor on Staff?

Yes No

Prior attempt to integrate wealth services?

Yes No

Strategic Intent

Primary Transition / Engagement Motivation

Engagement Timeline

Open to Outside Capital / Minority Investment?

Yes No Maybe

Interest in Full Practice Sale?

Yes No Maybe

Interest Level in Wealth Integration (1 = Low, 5 = High)

Low High 3

Desired Outcome Priority

Wealth & Integration Capabilities Checklist

Check all that currently apply to your firm.

Additional Context

Describe any unique circumstances, pending transactions, or material items ATP should be aware of

Top 3 things you are looking for in an ATP engagement

5

Review & Submit

SECTION E

Acknowledgement & Signature

By submitting this form you acknowledge that you understand any engagement, offer, or analysis extended by Advisor Transition Partners is based upon the information provided herein and is subject to verification. To the extent that ATP is unable to verify — or should the information change as a result of verification — any offer or analysis may be adjusted or withdrawn. This document and its contents are confidential and intended solely for ATP's internal use in connection with your engagement. ATP does not share your information with third parties without your prior written consent.

I confirm the information provided is accurate and complete to the best of my knowledge, and I agree to the acknowledgement statement above.

CPA Profile Received

Thank you. Your firm's intake profile has been submitted to Advisor Transition Partners. A member of our team will be in touch within 1–2 business days to discuss next steps.