Merge - Sell Your Accounting Firm
Are you rethinking the future of your CPA firm?
Ready to let go?
Managing a CPA firm is hard work! If you are imagining your future with shorter work days and more time with your family, you are in the right place.
We have guided many companies through solutions when they are ready to let go of their firm in the most practical - and most profitable - way.
Learn about our expertise and experience of successfully transitioning firms of all sizes. Making the decision to sell or merge your firm is hard, but with smart work it can be the best decision for you and your company.
The first step is Evaluation. We begin by examining your accounting practice. Is now the right time to sell? Maybe you need to strengthen some key processes to sell for the best price. 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 and specialties. We discuss feasible client retention rates. 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.
The third phase is the Merger phase. As soon as there is an agreement in place, our team will navigate and coordinate your transition. 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.
We are Looking for Organizations that also
Love to leverage technology
Embrace complete transparency
Support an environment of accountability
Are passionate about accounting and tax