Accounting firm M&A for:
How We Help
Buying an Accounting Firm
Identify targets that clearly align with your growth strategy, such as geographic expansion, new specialties, or roll-ups.
Support throughout due diligence and valuation guidance.
Assist in deal structuring, including terms like earn-outs and equity swaps.
Provide negotiation support to secure favorable acquisition terms.
SELLING AN
ACCOUNTING FIRM
Maximize firm value through strategic preparation for sale.
Connect with qualified buyers, including public accounting firms, PE investors, and strategic acquirers.
Guide owners, partners, and leadership teams through the sale process.
Handle negotiations and help structure a successful exit.
Merging Accounting Firms
Facilitate partner evaluations to find the right merger fit.
Advise on combining resources and integrating operations.
Align interests and address challenges for smooth merger transitions.
Set the groundwork for a unified and competitive future entity.
Are you hungry for growth,
but struggling to find the right firm to acquire?
We offer strategic guidance to help you expand and enhance your firm.
Add advisory, CAS, payroll, or wealth management to increase revenue streams.
Leverage automation, client portals, and data analytics to improve efficiency.
Recruit top talent, explore offshoring, and provide staff training for growth.
Acquire client books, specialized teams, or form strategic partnerships and joint ventures to expand.
Build valuation and succession plans to position your firm for long-term success.
Identify cross-selling opportunities, enter new markets, and optimize client portfolios.
Frequently Asked Questions
We work with a range of firms, from small local practices to larger regional firms. Additionally, our expertise covers various specialties within accounting, making us well-equipped to facilitate M&A across the sector.
We carefully assess your growth objectives and strategic goals to find firms that align with your needs. Whether you’re looking to expand geographically, add new service lines, or pursue a roll-up strategy, we ensure a tailored approach.
We represent your interests during negotiations, providing guidance on deal terms and working to secure favorable outcomes for buyers and sellers. Our aim is to ensure the deal structure meets your objectives.
We assist with strategic preparation, including financial presentation and market positioning, to enhance your firm’s appeal to potential buyers and negotiate the best possible terms.
Yes, we offer succession planning guidance to ensure a smooth transition and maintain client relationships, whether you’re selling the firm or merging with another entity.
Absolutely. We guide firms through mergers, helping to align interests, integrate operations, and establish a unified business strategy for long-term success.
Our focus on the accounting sector, combined with our tailored approach and extensive network, allows us to deliver solutions that are both strategic and practical, optimizing each step for successful outcomes.
Questions?
Complete this form, and someone from our team will be in touch.
We look forward to hearing from you!
Questions?
Complete this form, and someone from our team will be in touch.
We look forward to hearing from you!
