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

Compatibility & Risks For CPA Firms

Compatibility & Risk

It is like finding a mate on, many factors have to be disclosed, analyzed, and studied before a “match” can even be considered when buying or selling an accounting practice. But what creates the “real synergy” in this relationship is the realization of long-term goals and objectives. And let’s not forget the all too important “personalities” involved. Buyers and sellers ‘liking each other’ can be an overwhelming impetus to put a “deal” together, but it is not enough. The purpose of this step in the process to ensure that decisions are being made based the compatibility of personalities, practices, and defined expectations. And to ensure that neither party agrees to something that they cannot live with. If any issues are derailed, or glossed over, during negotiations, a long-term successful transaction will not ensue. A neutral third party, like Strategic Alliance Advisors is often recommended for this very reason; to ensure that negotiations, contracts and the transition stay on target.

Compatibility Issues:

    • Corporate Culture; similar work ethic, human resource policies, management style, tax strategies, and quality control
    • Financial Performance; similar billing rates, realization and profitability
    • Human Resources; similar compensation, productivity, expertise, credentials, client interaction, etc.
    • Partner Compatibility – Personalities, strengths, weaknesses, and what each brings to the table
    • Business Opportunities – Specific growth strategies; what, where, when and how
    • Real Synergy’ a similar realization of long-term objectives and goals

Determining these important variables can be achieved by the following procedure.

  1. Signing a Confidentiality Agreement (Chapter 5 of our Book)
  2. Completing a Buyer Profile (Chapter 5 of our Book)
  3. Buyers providing Financial Statements and Credit Reports



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