PARTNER, MERGE OR SELL YOUR ACCOUNTING FIRM

How did COVID-19 Affect Business Acquisitions?

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.