Who We Are

STRATEGIC ALLIANCE CPA COACH, Inc is a management consulting firm that specializes exclusively in the Mergers and Acquisitions of CPA, Tax, & Accounting Practices.  Our staff members include CPAs, MBAs, MAs, and an CVA. We have represented thousands of firms throughout the United States, Florida & now Canada, for the past 20 years.  These transactions are highly specialized and require many areas of expertise in order to maximize value and minimize adverse legal and tax ramifications.

What Makes Us Different

WE DO EVERYTHING FOR YOU.  We are not just match-makers. Anyone can find a buyer or seller candidate, what’s important is executing a successful long-term transaction that stands the test of time.  From finding a firm that meets our clients’ specific criteria (in addition to what we have listed), to valuing, negotiating, financing, preparing the legal documents and transitioning firms, we consistently deliver results.  

We are Market Makers

WE ARE THE OLDEST AND LARGEST FIRM IN FLORIDA that exclusively represents CPA and accounting practice sales. Guided by dozens of proprietary case studies, we craft complex transactions that include sophisticated negotiations of every detail, including buy/sell agreements, operating, employment, consulting and non-compete agreements that are creative, realistic and enduring.  It’s the back-end of the transaction that has earned us our reputation as the “Go-To Professionals”. This approach, coupled with our focus on “a detailed integration and transition plan”, has lead to long-term success for our buyers, our sellers, their employees and their clients (see our Book).

We have developed a Proprietary Database of 90,000 firms with whom we have relationships. Whether their plan is to divest or expand through a merger or acquisition. We have our finger on the pulse of the market. We have facilitated highly complex mergers and buy-ins among some of the largest firms in the nation. We also represent large regional and national firms who are always ready to buy a practice that meets their profile. Among these clients we have a reputation for impeccably documenting the practices we represent from the financials, to the tangible and intangible assets, to the employees and clients. We are committed to full-disclosure as the best policy for long-term success.

Valuations – Dollars and Sense

Valuing a business can be a double edged sword. While getting the highest possible value is always our first priority, unrealistic expectations waste valuable time and resources. Our valuation analysts value practices based on their true market value, not someone’s ego or in order to get a listing. We have compiled lists of actual comparable market sales of CPA, Tax and Accounting firms. These statistics, along with each firm’s unique attributes, are used to determine and substantiate a firm’s current market value. We are also proactive in delivering the dollars and sense required for financing. Whether it is an all cash deal, seller financing, or a loan from one of the many lenders we represent, our solutions are creative yet realistic. Call for a no strings attached consultation about your goals

From Blog

  • post_imgAll Cash Transactions – A Boom or Bust??
    All Cash Transactions – A Boom or Bust?? Many of our competitors promise their clients all cash deals. But we have found that those are the worst M&A transactions for long-term success, for both parties.  If the Seller gets all cash at closing then he/she has no incentive to carefully

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Get The Complete Guide To Mergers & Acquisitions of CPA Firms
* Acquisition Strategies
* Valuation of CPA & Accounting Firms
* Practice Presentation
* Compatibility & Risk
* Economies Of Scale & Financing
* Letters Of Intent
* Due Diligence
* Legal Documents
* Closing Requirements
* A Smooth Transition