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 Florida, USA & now Canada.

The Difference


Mergers of CPA Firms

Here’s What You Need To Know About CPA Firm Mergers:

Mergers are too often overlooked and misunderstood. Yet they provide all of the benefits of a sale or an acquisition of a CPA firm with very little cost, and few, if any, tax ramifications.  

Benefits to the Smaller Firm

    • Relieving the smaller firm of many financial, administrative and human resource  responsibilities
    • Access to technical and managerial support
    • Keeping ones existing book of business
    • Offering clients additional services and resources resulting in increased billings
    • Growth of firm tied to larger firm, not limited by size of smaller firm
    • Built-in Exit Strategy upon Retirement, Death or Disability

Benefits to the Larger Firm

    • Provides a proven pool of talent
    • Access to a loyal client-base for cross-selling opportunities
    • Access to New Markets and/or Services
    • Increased Cash Flow and Profitability
    • Economies of Scale
    • No Cash is Required

Partner-level Professional for Exit Strategy

Benefits to Both Merger Candidates

    • Mergers are easier and less expensive from a legal perspective
    • May be a Tax-Free Transaction for both Parties
    • Ability to Attract Larger or Different Clients
    • Attract Superior Staff with Larger Firm
    • Enjoy more professional opportunities and resources
    • Increased profit for both parties due to economies of scale
    • No cash required by either party, except brokerage and/or legal fees
    • Built-in Exit Strategy
    • Quickest and least-expensive expansion strategy

Mergers Solve Common Infrastructure Problems

    • Rainmakers – This limited resource is difficult to replace but essential in a market characterized by fierce competition for clients
    • Technicians – Whether entering a new market or expanding existing services, good technicians are always a valuable asset
    • Quality Control – Top firms are always looking to improve quality control and thereby their competitive edge.
    • Management & Administration – Many mid-size firms suffer from a lack of management and administrative infrastructure. Merging can provide a viable solution.
    • Excess Capacity – Many firms suffer from excess capacity outside of tax season. Merging with a firm that provides year round cash flow is a common motivation.

Structuring Creative Transactions

Mergers lend themselves to creative transactions that can lead to a win/win for both firms. Some of the important issues are listed below. Perhaps most surprising, is that mergers usually include the potential for a larger compensation package for the smaller firms’ partners, while a larger buy-out for the larger firm’s partners.

          • Keeping their own PA or Not
          • How each Partner’s Book will be handled
          • How will Growth and New Leads be handled
          • Billable vs. Non-Billable Hours
          • Responsibilities
          • Voting Rights
          • Salaries
          • Distributions
          • Benefits
          • Allocation of Equity/Profits
          • Capital Contributions
    • Who will be Managing Partner
    • New Firm Name
    • Location(s)
    • Settling Disputes
    • Outside Commitments
    • De-merger Agreement
    • Expulsion, Death or Disability of Partners
    • How New Partners will be Handled
    • Exit Strategy: Price and Terms upon Retirement

Call us directly, or our Live Chat line, to discuss your merger questions and/or objectives.



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 SYPOSIUMS 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 (link to Live Chat).

Click Here To Learn More About Our Book!

Contact Us Today!

United States Headquarters

Address: 3605 North East 32nd Ave,
Suite 107A, Fort Lauderdale,
Florida, 33308


USA Phone: 954.536.1269

Fax: 954.603.2002

USA Email: coach@4mergers.com

Canada Headquarters

Address 2818 Main Street, Suite 237,
Vancouver, BC, V5T 0C1


CA Phone: 604.260.4824

Fax: 954.603.2002

CA Email: coach@4mergers.ca