Why Us? Service, Service, Service
Strategic Alliance Mergers & Acquisitions, Inc. is a management consulting firm specializing in sales, mergers and acquisitions of CPA, tax and accounting practices for the past 15 years. We provide the expertise, experience and discretion required to successfully complete these highly-specialized transactions for long-term success. No other firm offers our level of professionalism, financial, marketing and legal expertise. These skills, coupled with the highest caliber of service from negotiating the transaction until long after the closing and transition, consistently deliver results. Our goal is to partner with you for however long it takes to achieve your long-term economic goals whether you buy, sell or merge your accounting or tax practice.
We Wrote the Book – Unusual Expertise
We are the only consulting firm that has PUBLISHED A BOOK on the subject, “The Complete Guide to Successful Mergers and Acquisitions of CPA Firms”. This Guide documents every step of the process complete with financial analyses, compatibility and risk, legal contracts, and dozens of useful lists, forms and procedures. Our CPAs, MBAs, and CVAs speak around the country for CPE credits on how to plan an Exit Strategy NOW in order to obtain the highest value for your practice once you are ready to sell. We also hold MERGER SYPOSIUMS which demonstrate how a merger can create many of the opportunities that may not be within reach without partnering with another firm. Whether you are looking to implement a short or long-term exit strategy, buy out a partner, or sell an interest in your firm – we can help.
Our Mission – Delivering Value; Yours and Ours
We are the largest merger and acquisition firm of CPA, Tax, and Accounting Firms in Florida and are quickly becoming one of the largest nationwide. Yet it is not quantity our clients retain us for, its quality. Anyone can make appointments with CPA buyers and sellers, that’s the easy part, it is putting together complex transactions that include sophisticated negotiations of every detail, including buy/sell agreements, operating, partnership, employment, and non-compete agreements that are creative, realistic and stand the test of time. It’s the back-end of the transaction that has earned us our reputation as the “Go-To Professionals”. This approach, coupled with our emphasis on a smooth transition, has lead to long-term success for our buyers, our sellers, their employees and their clients.
Market Makers – The Pulse of the Market
Since 1997 we have been facilitating CPA, tax and accounting practice mergers and acquisitions. During that time we have developed a Proprietary Database of 90,000 firms that we have contacted. 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 closed hundreds of deals, from $100,000 to millions in revenue. In addition, 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.