Merge - Sell Your Accounting Firm
Are you unsure of the future? Consider a seamless merger with Fusion CPA.
LEARN MORE ABOUT OUR 3-PHASE PROCESS
Our vision is creating a financial foundation & culture of accountability wherein CPAs & clients thrive together as Partners! Learn how our passion for this has provided us with the expertise and experience to successfully transition firms of all sizes. Our 3-phase proven process can streamline the sale and transfer of your accounting practice to Fusion CPA.
The first phase is the Evaluation phase. We begin by examining your accounting practice to gain a solid knowledge-base of your strategic goals and your practice's workflows. Our team can help you uncover your organization's strengths and identify the ideal sale/merger timeline for you and your organization.
The second phase is the Valuation phase. We will help you finalize the appropriate asking price based on your firm's lines of business, specialties, and retention rates. Our goal is to maximize your value, so we utilize streamlined pricing and payment structures to help us to create a Win-Win scenario for all involved parties.
The third phase is the Merger phase. As soon as there is an agreement in place, our team will navigate and coordinate your transition into Fusion CPA. We will provide clarity to ensure the seamless transition of staff and clients, and coordinate post-closing responsibilities to both the buyer and seller.
Join Our Fold!
Is merging your accounting firm with Fusion CPA the best option for you? We are most successful with organizations that are passionate about the lives and success of their employees and clients.
Organizations that love to leverage technology
Organizations that embrace complete transparency
Organizations that thrive in an environment of accountability
Organizations that are passionate about accounting and tax