Custom CPA M&A Searches
The process of buying, merging, or selling is new to many professionals. The approach you take can make or break deals. Our team will find firms not on the market or help you identify a firm to transition into.
The M&A activity in the CPA profession is evolving. The more prepared firms will be the ones to take advantage of these changes. Let our team of CPA M&A experienced professionals guide your path from the initial conversation to a signed letter of intent. We specialize in deal consulting, structuring, negotiations and custom searches on both the buy and sell side.
Let us manage your search process. We will canvas your market and identify potential candidates.
- M&A Landscape Diagnostic. What does your search geography look like?
- Custom Buy/Sell Searches. Our outreach to find potential firms specifically for you.
- Candidate Evaluation. A breakdown and introduction of possible candidate matches.
- Draft LOI. Creating a baseline agreement prior to involving legal counsel.
- Deal Consulting & Negotiation. Assistance evaluating and resolving opportunities.
Common Deal Killers
- Pre-conceiving the value of a firm
- Letting opportunities sit
- Low-end compliance work
- Miscommunications on initial meetings
- No clear next step established
- Not looking beyond the existing finances
Begin The Conversation
Let us understand your growth needs so we can explain your options and detail our process. Contact our team today.