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. 

GET A FREE STRATEGY SESSION NOW!

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 

The Path to Acquiring a Firm is Simple

Schedule a Free Consultation


Schedule a consultation to discuss your goals. Together we’ll assess if we are a good match. 

Agree on the Right Buyer Representation Service 


If we feel we’re the right fit for each other, we’ll meet to discuss our buyer representation services. 

Find the perfect firm 


We’ll research and identify the right firm. Our process ensures that we find the firm that meets your specifications. We’ll continue to work with you well after the ink has dried on the purchase contract. 

Enjoy Your New Practice



Congratulations! You are the proud owner of an accounting practice. 

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