Company lists · Data refreshed September 2026
Top 25 Accounting firm succession planning consultants based in Atlanta, United States
RevenueBase identified 47 accounting firm succession planning consultants headquartered in Atlanta, United States as of September 2026 and tracks 1,161 professional contacts across them, including 705 with verified work emails. New York is the largest hub.
This list covers accounting firm succession planning consultants headquartered in Atlanta, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest accounting firm succession planning consultants based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 558 contacts → | ||||
Indirect evidence “Bennett Thrasher provides proven guidance for financial confidence through premier tax, audit, advisory, and outsourcing solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 105 contacts → | ||||
Partial evidence “AGH has merged with the nationally recognized accounting firm of Carr, Riggs & Ingram, LLC (CRI) and our office will now operate under the name of Carr, Riggs & Ingram.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 69 contacts → | ||||
Indirect evidence “Answers You Need.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 52 contacts → | ||||
Partial evidence “Wilson Lewis is a certified public accounting firm designed to make your life easier.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 40 contacts → | ||||
Strong evidence “Clients of today’s leading financial services firms expect a superior level of experience and expertise to help them address complex accounting, reporting and planning issues.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 37 contacts → | ||||
Indirect evidence “Marshall Jones is a CPA firm located in the Buckhead and Alpharetta area of Atlanta, GA.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 20 contacts → | ||||
Partial evidence “PeachCap's collaborative model provides fully integrated tax, accounting, and wealth services to families and businesses nationwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Strong evidence “At EC Barrett, we not only provide traditional audit, tax planning and preparation and accounting services, but we have also created a center of excellence for emerging to midsize…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Indirect evidence “Pete Secret started Spartan Advisory Partners to help Wealth Advisors and RIA's understand all their options.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence “At DMG Worldwide, Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Strong evidence “NewBridge Group is one of the most active funeral home succession planning and financial consulting firms in the industry, having assisted in the sale, purchase, and financing of…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Partial evidence “Raising the Bar is a consulting firm specializing in coaching managing partners and other key law and accounting firm profitability leaders who are at the top of their game and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Partial evidence “Kelley Sammons Toole & Ellison is a mid-sized Atlanta firm of Certified Public Accounting and Business Consulting professionals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Strong evidence “Altruis CPAs, LLC is a growing boutique CPA firm with a mission to serve our clients by delivering income tax planning and preparation services, accounting and attest services…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “Your Balanced Partners develops relationships with small to medium sized businesses where we provide high quality support in strategic, financial, and governance services that…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “Loblolly Solutions was created with the focus being on adding value to every client relationship.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial evidence “Gomel and Advisors was founded with the purpose of providing our community with the best accounting and consulting services in the state.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “Unlock financial success for you and your business.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Abacus CPA LLC was created with the business owner and individual in mind.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Revelate Advisory helps growth minded business owners buried in their company unlock their sales and profitability potential through strategic planning and implementation.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “With more than 25+ years of experience in consulting, we have curated a team of professionals and certified experts that enable us to provide touch-tier services to our clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “Running A Modern Practice Doesn't Have To Be Frustrating There is nothing worse than seeing the potential of your accounting firm hindered by antiquated technology, confusing…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Partial evidence “Our full service boutique accounting firm starts with a conversation to asses where your challenges are.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “The comprehensive tax, audit and financial planning partners for growing businesses.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm succession planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names accounting firm succession planning consultants.
- Partial evidence
- Its own public description names part of accounting firm succession planning consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting firm succession planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 47 accounting firm succession planning consultants based in Atlanta, United States
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Accounting firm succession planning consultants based in Atlanta, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 47 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting firm succession planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Atlanta, United States whose own description of what they do matches “accounting firm succession planning consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting firm succession planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among accounting firm succession planning consultants, and records with no verified work email. Companies headquartered outside Atlanta are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 705 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Accounting firm succession planning consultants by metro in the United States
- Accounting firm succession planning consultants in New York78
- Accounting firm succession planning consultants in Chicago49
- Accounting firm succession planning consultants in Houston49
- Accounting firm succession planning consultants in Atlanta47
- Accounting firm succession planning consultants in Los Angeles34
- Accounting firm succession planning consultants in Dallas30
- Accounting firm succession planning consultants in Miami29
- Accounting firm succession planning consultants in Austin26
- Accounting firm succession planning consultants in Charlotte26
- Accounting firm succession planning consultants in Portland25
- Accounting firm succession planning consultants in San Diego25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting firm succession planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many accounting firm succession planning consultants are there based in Atlanta, United States?
RevenueBase identified 47 accounting firm succession planning consultants headquartered in Atlanta, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Bennett Thrasher, headquartered in Atlanta, tops this list with the largest team on record.
Which city has the most accounting firm succession planning consultants?
New York leads with 78 headquartered companies, followed by Chicago (49) and Houston (49).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 705 verified decision-maker contacts tracked across these 47 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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