A practical sell-side guide for accounting firm owners and partners covering valuation drivers, buyer types, LOIs, diligence, client retention, partner transition, deal structure, and 12–24 month exit planning.
A founder-focused guide to the accounting firm buyer landscape, including strategic CPA firms, private equity-backed platforms, CAS and outsourcing buyers, wealth platforms, independent operators, and how each buyer type evaluates valuation, diligence, structure, and transition risk.
A founder-focused guide to private equity in accounting firms, including why sponsors buy CPA practices, what PE-backed platforms value, how platform versus add-on roles affect valuation, and what owners should expect around diligence, rollover equity, earnouts, transition, and post-close change.
A founder and managing-partner guide to accounting firm M&A, including succession, private equity, APS structures, buyer types, valuation, diligence, deal structure, integration, advisor selection, and sale readiness.