Mergers and Acquisitions: How To Identify Potential Acquisition Targets
Knowing how to identify promising merger and acquisition targets can help minimize some of the risks that mergers might pose to companies.
PARTNER, MERGE OR SELL YOUR ACCOUNTING FIRM
Ready to let go of the vine?
Managing a CPA firm is hard work! Maybe you are imagining your future with shorter workdays and more time with your family. Partnering with a larger firm can be the break you’ve been looking form.
We have guided many companies through solutions when they are ready to restructure their firm in the most practical – and most profitable – way.
Making the decision to partner, sell, or merge your firm is not to be taken lightly, but with smart work it can be the best decision for you and your company.
Our Proven 3-Phase Process
To Partner, Merge, or Sell an Accounting Firm
Step 1
Evaluation
The first step is Evaluation. We begin by examining your accounting practice and your needs. Would a partnership be beneficial? Or do you want to merge? Is now the right time to sell? Maybe you need to strengthen some key processes to get the best price either way. Our team can help you uncover your organization’s strengths and identify the ideal timeline for you and your organization.
Valuation
The second phase is the Valuation phase. Our goal is to maximize your value, so we utilize streamlined pricing and payment structures to help us create a win-win scenario for all involved parties. We will help you finalize the appropriate pricing based on your firm’s specialties if you choose to merge or sell. We discuss feasible client retention rates.
Step 2
Step 3
Integration
The third phase is the Integration phase. As soon as there is an agreement in place, our team will navigate and coordinate any necessary transition. We will provide clarity to ensure a seamless partnership, sale, or merger.
Join Our Fold!
We are most successful with organizations that are passionate about the lives and success of their employees and clients.
WE ARE LOOKING FOR ORGANIZATIONS THAT ALSO
Love to leverage technology
Embrace complete transparency
Support an environment of accountability
WE ARE LOOKING TO PARTNER, MERGE WITH OR BUY FIRMS IN THE USA
We are based in Atlanta and well-adjusted to remote work
Our M&A Blogs
How to Structure an M&A Deal to Benefit All Parties
An M&A deal structure is considered the terms and conditions of a merger. Know which factors to consider when setting up your deal structure.
Due Diligence: The Critical Stage in Mergers and Acquisitions
Understanding the importance of due diligence in mergers and acquisitions, and knowing how to conduct a thorough due diligence process is imperative when amalgamating businesses.
How an Innovation Roadmap Can Help You Grow Your Business
An innovation roadmap puts the strategic goals of your business into visual form, helping you set goals and track business progress at a glance.
What To Consider When Expanding Into New Markets
Market research can provide great insights when expanding into new markets and provide important analysis on competitors in the field.
How to Merge Companies Successfully
Read more about how to merge companies successfully as well as the ins and outs of a company merger with Fusion CPA.