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. 

Recent Industry Trends in

Here’s What’s Trending In the World Of M&A of CPA Firms:

  • National and Regional Firms are buying accounting practices at a record pace due to above average growth in population and industry in South Florida relative to the rest of the country i.e. aerospace, technology, medical, professional services, etc.
  • The majority of large firms need a South Florida presence since they all have at least some larger clients with offices or headquarters here, and of course, they all have or want a home here.
  • It is estimated that 60% of all Partners and Sole Practitioners are over the age of 60 and will be over 65 in the next 5 years
  • CPAs are working longer than ever. 65% of those surveyed said they will work past the age of 70 – many lost a majority of their retirement in the 2008-2009 stock crash
  • The day of the Sole Practitioner is nearing its end; its inefficiency is characterized by an endless cycle of too much work, too little growth, too little pay, yielding the proverbial “death at one’s desk”!

Why are CPAs Consolidating?

Two motives; one to “GAIN MORE RESOURCES” the other “GAIN MARKET SHARE” – It is simply too slow and costly to grow organically.  Accounting practice sales, or merging practices, is the most cost efficient and expedient strategy to expanding or exiting your practice for countless reasons.

    • Adds clients, staff, services & geographic locations instantly & pays for itself
    • Economies of scale yield increased cash flow, profitability & value instantly
    • Attracts superior professional talent
    • Attracts larger clients, i.e. larger firms get larger clients
    • Creates a broader career path for existing staff & partners
    • Allows partner(s) to focus/specialize more on their talents
    • Allows for multiple layers of management while sharing administrative & management responsibilities,
    • Secures an Exit Strategy for Partners, long-term
    • Buys-out Retiring Partners, short-term

Smaller Firms Can’t Compete, Nor Thrive

      • No enough time nor cash flow to expand organically at any significant rate
      • Cannot attract, nor maintain, young CPAs – no partnership track, can’t compete with regional & national firms for talent
      • Cannot afford middle management needed for growth
      • Usually too few CPAs for workload, yielding lower fees, over worked owners & partners
      • Owners not billing enough, doing too much admin
      • Profitability ratio below market
      • Can’t offer other needed services to clients
      • No time for needed consulting nor quality customer service
      • No internal succession plan

CPA Firm Sales Pay for Themselves

  1. With organic growth Investments in marketing, advertising, and networking are too slow and costly, and the acquisition cost of a new clients are impossible to determine
  2. Cash flow from M&A Transactions cover Debt Service, Costs and the Down Payment, otherwise not a good deal (see Chapter #5 LINK)
  3. Cash flow comes from Economies of Scale and Partners retiring or slowing down

Call us directly to chat about your succession or expansion plans, and how we can help you (Live Consulting). It’s never to early to begin planning your exit or business development plans.  



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