✓ 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. 

Legal Contracts & Agreements

Everything You Need To Stay Protected!

In addition to CPA and accounting practice sales & mergers, Strategic Alliance provides enterprise consulting to CPAs including Operating, Buy/Sell, Non-Compete, Employment, and Consulting Agreements.  We focus on the operating and financial issues of these agreements, from partner compensation to retirement buyouts that protect the practice, the partners, and unforeseen events while crafting a document that is flexible enough to accommodate change and growth. With hundreds of CPA sales, we are able to share the markets ‘best practices’ with our clients and apply them to their unique circumstances.  We find that many organizations, whether they are LLCs, Corporations or Partnerships, have outdated Agreements that require updating to reflect the industry’s current practices in order to remain competitive and relevant.

By using our templates, clients need only engage an attorney for review and minor modifications. This service saves thousands on each transaction.  It also allows our clients to focus on the evaluation of the transaction, including the many items that are brought to light by reviewing the legal documentation.

Agreements Strategic Alliance prepares for clients or TEMPLATES THAT CAN BE PURCHASED SEPARATELY, call or email for more information and pricing.

  • Asset Purchase Agreements Describes and conveys the intangible and tangible assets being sold with the necessary warranties and representations specific to the sale of the assets of an accounting practice.
  • Stock Purchase Agreements – Describes and conveys the equity ownership interest being sold with the necessary warranties and representations specific to the sale of an accounting practice.
  • Asset and Stock Sale Exhibits – Schedules that detail the clients, revenues, assets, liabilities, accounts receivable, work in process and any other equity items that may or may not be part of the transaction.
  • Partnership/Operating Agreements – Describes duties and responsibilities of members of a limited liability corporation and how the corporation is to be operated and managed.
  • Employment/Confidentiality/Non-Compete/Non-SolicitationAgreements
  • Consulting/Confidentiality/Non-Compete/Non-Solicitation Agreements
  • Seller Non-Compete Agreements – Area, Limits, Terms, ability to still work elsewhere, etc.

Types of  the Issues Addressed in a Seller Consulting Agreement

  • Partner (Member/Shareholder) Compensation, industry standard formulas
  • Partner Hours – Managing, Administrative and Other
  • Partner Compensation during Disability
  • Mandatory Retirement, Minimum and Maximum Ages
  • Working after Retirement
  • Admission of new Partners
  • Partnership Tracks for Employees
  • Voluntary Withdrawal of a Partner
  • Withdrawal for Cause, defined with terms
  • Company verses Partner Expenses, limits
  • Distribution of Cash Flow, defined
  • Mandatory Minimum Cash Reserves
  • Variable Company Valuations based on Retirement, Disability, Buyout, Buy-In, Merger and/or Withdrawal of Partners
  • Terms of Payment for the Above Scenarios



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 mergers and 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