Auxo Firm Directory · Independent Research Profile

Berkshire Business Sales & Acquisitions

Berkshire Business Sales & Acquisitions identifies itself as a Phoenix-based business brokerage and consultancy. Its public materials describe services for accounting and CPA firm sales, mergers and acquisitions, and custom business sales, with an Arizona focus and national buyer and seller access.

Key takeaway

What stands out about Berkshire Business Sales & Acquisitions

The firm publicly describes a confidential, broker-led process that includes consultation, valuation, prospectus preparation, marketing, buyer qualification, and transaction support. Its M&A service is described for companies with $5 million to $30 million in revenue, while publicly marked SOLD examples include accounting and CPA practice listings across a wider range of disclosed asking prices and operating metrics.[1][2][3][4][8][9]

What does Berkshire Business Sales & Acquisitions do?

Berkshire Business Sales & Acquisitions identifies itself as a Phoenix-based business brokerage and consultancy firm. It publicly offers accounting and CPA firm sales, mergers and acquisitions, and custom business sales.[1]

The firm’s stated services include consultation, valuation using industry data and comparable sales, customized prospectus preparation, confidential listing, buyer communication, and buyer qualification. Its public service offering also includes accounting and CPA firm sales, mergers and acquisitions, and custom business sales.[1][2]

Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.

RevenuePublicly stated range
Lower published point$5MILLION
Upper published point$2,250,000

Published criteria: The firm's M&A service is publicly described as serving companies with $5 million to $30 million in revenue. Its marked SOLD accounting and CPA practice listings disclose asking prices ranging from $406,500 to $2,250,000 among the cited examples.[3]

What should a business owner evaluate before hiring Berkshire Business Sales & Acquisitions?

Owners evaluating an engagement can ask how the firm’s consultation, valuation, prospectus, confidential marketing, and buyer-qualification steps would apply to their business. The stated process includes industry data, comparable sales, financial and operational review, and owner goals, while the CPA-practice marketing approach may involve nationwide listings, co-brokers, and local CPA networks.

Owners should also confirm which legal entity would sign the engagement and transaction documents, how buyer qualification is handled, and what transaction terms and closing information would be reported beyond the asking-price and operating metrics shown in public sold listings.[2][3][8][9]

01

Which legal entity would sign the engagement and transaction documents

The cited mergers-and-acquisitions page describes the firm as a professional business intermediary but does not identify a specific legal entity.[3]
02

How are buyer qualifications, confidentiality, and conflicts handled in a proposed engagement

The firm’s public process includes buyer qualification, confidential listing, buyer communication, and buyer-network or co-broker outreach.[2][8]
03

What valuation methodology and comparable transaction data would be applied to the business

The firm states that it uses industry data, comparable sales, industry-specific pricing data, and sold comparables when preparing an exit.[2][9]

What size transactions does Berkshire Business Sales & Acquisitions handle?

Official listings marked SOLD include a Phoenix accounting firm with an asking price of $2,250,000, cash flow of $655,806, gross revenue of $1,400,000, and EBITDA of $525,806; a tax and accounting firm with $542,000 of recurring revenue and an asking price of $406,500; a Chandler, Arizona semi-virtual CPA practice offered at $1,950,000 with associated real estate offered at $1,650,000; and a Phoenix CPA firm with an asking price and gross revenue of $224,000 and cash flow of $130,000.

These public listing figures are asking prices and disclosed operating metrics. The cited recently sold listings page does not disclose buyer identities, final consideration, closing dates, or complete executed transaction terms for the listed examples.[4][5][6][7][8]

The firm publicly describes work on accounting and CPA firm sales, mergers and acquisitions, and custom business sales. Its M&A service is described for companies with $5 million to $30 million in revenue.[1][3]

Berkshire states that it has experience with accounting practices and CPA firms, manufacturing, service-based businesses, distribution companies, construction-related firms, and retail. Its current public positioning places particular emphasis on accounting and CPA practice transactions.[1]

What does Berkshire Business Sales & Acquisitions publicly disclose about fees and engagement terms?

The cited mergers-and-acquisitions page does not identify a specific legal entity or firm-level regulatory registration. The cited recently sold listings page does not disclose buyer identities, final consideration, closing dates, or complete executed transaction terms for the listed examples. The cited Phoenix accounting-firm sold listing also does not identify the buyer or the final closing consideration.[3][4][8]

The cited mergers-and-acquisitions page describes Berkshire as a professional business intermediary. That page does not identify a specific legal entity or state firm-level broker-dealer, investment-adviser, or other regulatory registration.[3]

The firm’s described selling process includes consultation, valuation using industry data and comparable sales, customized prospectus preparation, confidential listing, buyer communication, and buyer qualification. For CPA and accounting practice transactions, it states that it can use a confidential marketing prospectus, nationwide listing, co-broker relationships, local CPA networks, and buyer qualification.

The firm also states that it evaluates financials, operational and legal structure, business history, industry-specific pricing data, sold comparables, and owner goals when preparing an exit.[2][8][9]

Questions to ask before hiring Berkshire Business Sales & Acquisitions

Which legal entity would sign the engagement and transaction documents?
The cited mergers-and-acquisitions page describes the firm as a professional business intermediary but does not identify a specific legal entity.[3]
How are buyer qualifications, confidentiality, and conflicts handled in a proposed engagement?
The firm’s public process includes buyer qualification, confidential listing, buyer communication, and buyer-network or co-broker outreach.[2][8]
What valuation methodology and comparable transaction data would be applied to the business?
The firm states that it uses industry data, comparable sales, industry-specific pricing data, and sold comparables when preparing an exit.[2][9]
Which transaction terms and closing details would be disclosed to the seller if a transaction is completed?
The cited recently sold listings page does not disclose buyer identities, final consideration, closing dates, or complete executed transaction terms for the listed examples.[8]
For an accounting or CPA practice, would the engagement use nationwide listing, co-broker relationships, local CPA networks, or another marketing channel?
The firm states that its practice-marketing approach can use a confidential marketing prospectus, nationwide listing, co-broker relationships, local CPA networks, and buyer qualification.[8]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Services / capabilities
  3. Transaction size / criteria
  4. Transaction / portfolio evidence
  5. Transaction / portfolio evidence
  6. Transaction / portfolio evidence
  7. Transaction / portfolio evidence
  8. Public Process
  9. Investment approach
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.

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