What Makes Us Different?

✓ we do everything for you

✓ Staffed with CPAs. MBAs, MAs and CVAs

✓ Oldest and Largest Firm in Florida

✓ Over 20 Years of Proven Track Record

✓ Worked with Thousands of CPA Firms throughout the Florida, USA & now Canada. 


The Difference

 

Targeting CPA Firm Sellers

Targeting Sellers Based on the Buyer’s Needs

Strategic Alliance CPA Coach implements customized search programs to target specific Sellers based on Buyer specifications. We don’t just try to sell you our listings, we have a proprietary database of information that we have amassed on 90,000 firms that we can search based on specific criteria. In addition, we have a team of telemarketers that go into a specific area and search for a seller based on pre-determined attributes such as size, customer mix, services offered, niche markets, fee structure, staffing resources, number of partners, the timeframe of the Seller’s exit strategy, etc.

When buying an accounting practice, we identify a suitable candidates, analyze and document their practice in a clear, concise and accurate manner by creating a Seller Profile, Cash Flow Acquisition Analysis/Projections, Executive Summary and Acquisition Highlights. Discretely, these documents are made available to pre-qualified candidates without revealing a company’s identity. Some of the information covered is listed below:

  • Detailed breakdown of the practice by accounting, tax, consulting and other specific financial and CPA firm related services
  • Categories of accounting, tax and consulting services with percentages of revenue generated
  • Types and length of services provided to clients and their location
  • Financial statements and Ratios
  • Time and Billing  
  • Performance Ratios
  • Cash Flow Projections
  • Acquisition Analyses (detailed in Chapter 5)
  • Compatibility –  SELLERS are evaluated for compatibility, corporate culture, synergy, philosophy of their CPA practice and management style, goals and objectives (see list Chapter 4 in “Complete Guide to Mergers & Acquisitions of CPA Firms”)

Selling

Buying

CPA Mergers

✓ Less Expensive
✓ Tax Free
✓ Long-Term Exit Strategy
✓ Access to New Talent
✓ Misunderstood by most CPAs…
✓ FREE CPA M&A Strategy Session

Practice Management

✓ Increase Your Practice     Productivity
✓ Increase Your Practice Fees
✓ Increase Your Practice Value
✓ Growth Through Asset Leverage
✓ FREE CPA Practice Management Consultation

Exclusive Publications


margers-acquisitions-bookWe 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 for the merger or sale of CPA firms. But perhaps more valuable, are the many real life examples included that demonstrate how other firms have handled specific negotiations, financing, consulting agreements, and dozens of other issues that necessitate careful consideration and resolution.

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, or buy a firm – we can help (link to Live Chat).

Click Here To Learn More About Our Book!

Contact Us Today!


United States Headquarters


Address: 3605 North East 32nd Ave,
Suite 107A, Fort Lauderdale,
Florida, 33308

 

USA Phone: 954.536.1269

Fax: 954.603.2002

USA Email: coach@4mergers.com


Canada Headquarters


Address 2818 Main Street, Suite 237,
Vancouver, BC, V5T 0C1

 

CA Phone: 604.260.4824

Fax: 954.603.2002

CA Email: coach@4mergers.ca