CCA LLP
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CCA LLP - overview
Location
Pleasant Hill, CA, US
Primary Industry
Financial Services
About
Based in California, US, CCA LLP | Certified Public Accountants is a full-service accounting firm that provides a wide range of financial services for business owners, executives, and individuals. In November 2024, Allworth Financial Holdings, LLC, a portfolio company of Ontario Teachers' Pension Plan and Lightyear Capital, acquired CCA LLP. The company was founded by Gerardo Alvarado, William A. Coates, and David B.
Baker. The firm offers a broad range of services, including tax preparation, business consulting, QuickBooks support, payroll services, and financial planning. CCA LLP assists small to mid-sized businesses with bookkeeping, financial statements, and tax-saving strategies. For individuals, the firm provides expert tax services and retirement planning advice.
CCA LLP generates revenue by charging clients for tax services, accounting consulting, QuickBooks assistance, payroll management, and other financial advisory services. The firm’s personalized approach and varied offerings enable it to attract a diverse client base, contributing to its financial growth. In November 2024, CCA LLP was acquired by Allworth Financial Holdings, LLC, a portfolio company of Ontario Teachers' Pension Plan and Lightyear Capital. This acquisition is expected to enhance Allworth Financial's capabilities in tax services and strengthen its presence in Northern California.
The integration of CCA LLP into Allworth Financial will likely facilitate the development of new products targeted at expanding into additional markets beyond their current offerings.
Current Investors
Allworth Financial Holdings, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.cca-llp.com/
Company Stage
Add-on
Total Amount Raised
Subscriber access only
CCA LLP - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | CCA LLP | - |
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