Sell or Merge
in Accounting & Financial Services

Sourcing | Negotiation | Advisory

Why Sell With Us?

Legacy Preservation

We prioritize finding buyers who value and will maintain your firm's culture and client relationships.

Optimal Value

Our strategic approach and market expertise ensure you receive the best value for your firm.

Confidential Process

We handle the sale with utmost confidentiality, protecting your firm's reputation and client trust.

Comprehensive Support

From preparing your firm for sale to negotiating terms and ensuring a smooth handover, we support you every step of the way.

Who Can You Sell To?

Other Accounting Firms

Selling to another accounting firm can ensure continuity and provide operational support, helping you phase out gradually.

Wealth Management Firms

If you are an accounting firm, selling to a wealth management firm can offer expanded services and support for your clients.

Private Investors or PE Firms

Attract private investors or private equity firms interested in expanding their portfolio within the financial services sector.

Accounting Firms
Accounting
Firms

If you are a wealth management firm, you can sell to accounting firms looking to broaden their service offerings.