Different buyers. Different priorities.
Choose a playbook
that fits the buyer.
Capital, capacity, operating plans, and licensing shape how a buyer should approach an accounting practice acquisition.
Bookkeeping and CAS consolidator
Bookkeeping and CAS consolidator: test scope, client unit economics, close cycles, review capacity, systems, contracts, security, and recurring cash flow.
First-time CPA or EA practice buyer
First-time CPA or EA practice buyer: assess skills, cash, owner workload, financing, filing readiness, diligence, staffing, and the first service cycle.
Internal successor and partner buy-in
Internal partner buy-in planning: review owner rights, compensation, distributions, firm debt, personal financing, retirement costs, and successor authority.
Local firm acquiring a client book
Local firm acquiring a client book: verify fees, service scope, capacity, staffing, full delivery costs, authorized migration, client handoff, and offer terms.
Non-CPA investor with a licensed partner
Licensed-partner acquisition planning: review non-CPA ownership, professional control, service authority, partner compensation, governance, and departure risk.
Payroll and outsourced-accounting buyer
Payroll acquisition planning: reconcile client funds, provider authority, recurring fees, exception labor, bank access, deadlines, and a tested migration plan.
PE-backed platform add-on acquisition
PE-backed platform add-on acquisition: verify rights, professional control, earnings, debt, rollover, shared costs, client continuity, and data migration.
Regional CPA firm entering a new metro
Regional CPA firm entering a new metro: test branch leadership, client continuity, review capacity, professional reach, support costs, funding, and integration.
Two small accounting firms merging
Two-firm accounting merger planning: compare earnings, owner roles, equity contributions, retained debt, governance, client continuity, and integration funding.
Wealth-management firm acquiring tax capability
Wealth-firm tax acquisition planning: test independent earnings, tax staffing, service authority, data sharing, client choice, and optional referral economics.
Your next chapter starts with a conversation
Talk through the deal.
Before you make the decision.
Bring your questions about value, timing, buyers, or what comes next. Start with a confidential intro call with Jason Taken.