Frequently Asked Questions
Who We Are
A new breed of mergers & acquisition specialists
Strategic Alliance CPA Consultants is a management consulting firm that specializes exclusively in the Mergers and Acquisitions of CPA, Tax, & Accounting Practices. Since 1997, we have assisted thousands of practices complete highly specialized, successful long-term transactions that stand the test of time.
WHY CHOOSE US?
We like to do things differently at Strategic Alliance CPA Consultants. For starters, we provide a truly comprehensive approach to buying and selling CPA practices. Here is what that means:
- We aren’t just matchmakers; we are hands on advisors
- We document everything for you, providing detailed insights into each and every practice
- We provide a thorough valuation of the selling firm (you’ve never seen the amount of detail that we include in a valuation)
- We handle deal negotiations and financing
- We draft the Letter of Intent
- We design each transaction to meet the specific needs of our clients
- We prepare the Asset Purchase Agreement, Exhibits, and Schedules (no templates from us)
- We create a post-closing transition plan to get you up and running right out of the gate
Our goal is simple; to provide a turnkey successful transaction for every firm we work with. We have perfected a very methodical process that provides our clients with peace-of-mind and ultimately sets the table for all involved parties to realize long-term success from each transaction.
Since 1997, we have exclusively worked with tax, accounting, and CPA practices, earning us the reputation as the go-to CPA consultants. As a result of our focus on accounting practices, we have an expansive database of firms throughout North America and are continuously updating our records with the goals and objectives of each practice. 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 continuously looking to buy practices that meet 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.
Lastly, we wanted to share all the knowledge we have accumulated over the years, so we decided to author a book, The Complete Guide to Successful Mergers and Acquisitions of CPA Firms. This book documents the step-by-step process involved in completing a highly-complex transaction, provides real-world examples, and templates for documents needed to complete a transaction. For more information on this publication, and to purchase your copy, click the button below.
Strategic Alliance CPA Consultants is the market-leader in mergers & acquisitions of CPA practices. Founded in 1997, our focus hasn’t changed. We continue to assist practice owners across North America in divesting or expanding their business through mergers and/or acquisitions, as well as increasing the value and productivity of a practice through Practice Management consulting. Through our vast experience, we have developed a method of documenting each and every essential component to a winning transaction, resulting in unmatched success for both buyers and sellers.
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