Smith & Howard Advisory LLC

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Smith & Howard Advisory LLC - overview

Established

1971

Location

Atlanta, GA, US

Primary Industry

Financial Services

About

Smith & Howard Advisory LLC is a comprehensive tax, accounting, advisory, and assurance firm that specializes in delivering tailored financial solutions to diverse client sectors, including healthcare, manufacturing, and hospitality. Founded in 1971, Smith & Howard Advisory LLC operates from Atlanta, US. The firm provides strategic advisory services and has successfully completed one major deal as of November 15, 2022. The CEO, Sean Taylor, leads the company in its mission to assist clients across various industries.


Smith + Howard offers a wide range of services, including tax planning and compliance, financial consulting, and cyber risk management. They serve a diverse clientele, from privately held businesses and nonprofits to national corporations, maintaining a focus on client-centric solutions to complex financial challenges. Smith + Howard's revenue model is structured around contract-based partnerships, with fees arising from services like tax compliance, financial due diligence, and risk assessments. Their pricing varies based on service complexity, catering to a broad spectrum of budgets without disclosing specific figures.


Following an investment from Broad Sky Partners in November 2022, Smith & Howard plans to expand its advisory services and enhance its technology offerings. The funding aims to accelerate geographic expansion through acquisitions and targeted investments, ensuring a wider reach in the coming years.


Current Investors

Broad Sky Partners

Primary Industry

Financial Services

Sub Industries

Consulting Services, Accounting Services

Website

www.smith-howard.com

Company Stage

Mature - Growth Capital

Total Amount Raised

Subscriber access only

Smith & Howard Advisory LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedBauknight Pietras & Stormer, P.A.-
Add-onCompletedHorton, Lee, Burnett, Peacock, Cleveland & Grainger, P.C.-
Add-onCompletedSmith & Howard-
Add-onCompletedFahrenheit Advisors-
Add-on, Corporate Carve OutCompletedVIP Solutions Group, LLC-

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