Merger and acquisition activity among CPA firms is on the rise. Some firms are seeking to expand their practices increase their profitability, offer greater opportunities to staff and better serve growing clients. Due to the changing demographics of the profession, some are also looking to exit the profession. 

We are not brokers, instead offer a much more highly personalized service designed to match you with the best potential firms in your area.

We have firms in a number of American cities looking to buy and sell.  Please contact us for more information.

2020 M&A Listing Service (Coming Soon)

Sellers

Download and complete the preliminary data sheet to include your firm on our M&A list.  All listings are held in the strictest confidence and your name will not be released until the necessary non-disclosure agreements are signed and in-hand.

Buyers

Download and complete the Registration of Interest form.  A non-refundable admin charge ($50 for members/ $80 non-members) will accompany joining the 2020 List of Acquirers.  When practices come up for sale in your selected areas you will receive first notification along with the preliminary data sheet.  Names will not be released until the appropriate non-disclosure agreements are in place.

At your request, a 2020 Group consultant will represent you in initial discussions and negotiations.  This will be a separate agreement to the above listing service.  At that time our M&A consulting rates will be discussed.