This PDF offers an in-depth look at real case studies managed by White Tiger Connections in 2024, showcasing how challenges like the lack of successors and the need for tailored financial agreements were successfully addressed. Through detailed examples, you’ll learn about deal structures ranging from small practices to multi-million-dollar operations, highlighting strategies for negotiation, integration, and succession planning. An essential guide for anyone looking to maximize their firm’s value or explore opportunities in the accounting M&A market.

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01. Successful Sale of a $3M Firm

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