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MERGERS & ACQUISITIONS

for Accounting & CPA Firms

Tactical Maneuvers for Achieving

Business Objectives

through M&A

There are countless reasons to advance your Accounting Firm’s (and its Owner’s) strategic objectives through M&A. We cover both buy-side and sell-side introductions and advisory to owners seeking an exit, and to firms seeking a growth solution.

  • BUYERS
  • SELLERS

On the buy side, we represent CPA, Wealth Management, Financial Services, and Ancillary Service firms seeking to buy in a variety of scenarios (we do not represent large Private Equity Institutions).

On the sell side, we represent CPA, Accounting, and Ancillary firms ranging in size from ~$100k-$100m in Annual Recurring Revenue.

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Let's connect and discuss your growth strategy!