CPA Firm M&A Advisory Services
A quick scan of an accounting industry newsletter, periodical, blog, or other related media will reveal one common trend of business activity – mergers and acquisitions of CPA firms. Progressive CPA firms have readily adopted the M&A strategy to increase and/or enhance revenues; overcome succession planning obstacles; upgrade professional staff and partners; acquire niche and service specialties; expand the firm’s geographic reach; and secure future domination of a particular marketplace. Accountants Advisory Group offers comprehensive M&A advisory services, whether you are seeking an inbound or upward merger.
CPA Firm M&A Advisory Services
Our comprehensive and customized M&A advisory services include:
Assistance in developing an M&A strategy to merge-in or acquire the right firm for your practice.
Introductions to M&A candidates that have been pre-qualified to meet your succession planning strategy criteria.
Facilitation of meetings and discussions with merger candidates in a progressive and constructive manner.
Assistance with valuation issues.
Structuring and negotiating the deal term sheet.
Assistance with structuring and negotiating the details of the M&A transaction, the M&A agreement and the supplementary agreements.
Development of presentations and collateral materials to sell the benefits of merging with your firm, highlighting the differentiating factors for your firm vs. another acquirer.
Organizing, planning, and structuring an upward merger.
Implementation of public relations and advertising strategies to promote your firm to M&A candidates.
Post-merger transitionary advisory services.
Accountants Advisory Group, LLC can assist you in evaluating the right course for your firm, whether it is remaining an independent firm or a merger into a larger firm. Schedule a complimentary M&A consultation and evaluation by contacting Joe Tarasco, Chief Executive Officer and Senior Consultant at joe@accountantsadvisory.com.