Would You Like to Grow
by Acquiring a Firm?
Expanding or starting a firm through acquisition is a great way to build a business. But buying an accounting practice can be a tedious process. That’s why we’re here to help you through it.
We provide buyer representation to help you find and purchase a CPA practice that meets your specifications. We not only work with you to find the right firm, we also negotiate on your behalf once you decide to move forward.
Practical Knowledge of the CPA Industry
Having acquired professional practices ourselves, we have a distinct advantage as buyer representatives. Being the owner of a successful CPA firm for the past 25+ years provides added insights into what to look for in a firm and the hidden growth opportunities. We understand all the nuances of finding and acquiring the perfect firm for you.
We utilize a comprehensive checklist of actions to help you acquire the right firm:
Determine the size and type of practice that suits you best
Handle non-disclosure agreements so you can see the complete financials of the practice
Determine the length and extent of the transition you will receive from the seller
Collaborate and advise you through the due-diligence process
Negotiate the terms and conditions of the deal, including hands-on-training by the seller
Continued involvement and support well after the acquisition takes place
