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 USA & Canada. 

Acquisition Strategies For CPA Firms

Acquisition Strategies

The first step in the buying or merging an accounting or CPA firm is to determine an acquisition strategy based on specific goals and objectives. Each strategy has specific marketing, valuation, negotiation, pricing, transaction and legal requirements for structuring the transaction.  The first step is to analyze the Buyer’s motives for expanding their practice.

Motives for Buying a Practice:

  • Gain market share quickly and efficiently
  • Add new services; financial planning, information technology, consulting, value niches, and investment advisory services
  • Acquire and attract professional talent and potential partners
  • Attract superior clients with greater resources
  • Increase the value of a practice for subsequent merger or sale
  • Increase cash flow, economies of scale and profitability

Common Acquisition Strategies:

  • 100% Acquisition – Buying 100% of the equity with the existing partners staying on anywhere from one to three years. 
  • 50/50 Acquisition – Purchasing 50% of the equity now and the other 50% when the partner(s) retire in three to seven years. 
  • Partner Buy-Out – Buying out one, or more, of the retiring partners’ interests (less than 100%) while the other partners merger into the firm in exchange for equity. 
  • Merger – Two firms joining resources, not necessarily exchanging any cash, and redistributing equity for long-term growth, market share and exit strategy.

We have closed 100s of deals and have “case studies” to share with our clients to determine the optimal structure for your deal. Call us, or use our Live Chat, to find out more.



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 symposiums 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.

Click Here To Learn More About Our Book!

Contact Us Today!



Address: 7616 Fairfax Drive,
Tamarac, Florida, 33321


Phone: 954.536.1269

Fax: 954.603.2002

Email: Info@4mergers.com