Merger & Acquisition Articles

Read Our Featured Articles in the Journal of Accountancy and Other Accounting Industry Publications:

"Bank-Financing An Accounting Practice Sale"

Read our featured cover article, “Bank-Financing An Accounting Practice Sale” in the Journal of Accountancy.

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"Maximize Proceeds In Accounting Firm Sales"

Read our featured article, "Maximize Proceeds In Accounting Firm Sales" in the Journal of Accountancy.

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"Navigating the Path To Success In Accounting Practice Sales"

Read our featured cover article, "Navigating the Path To Success In Accounting Practice Sales" in the Journal of Accountancy.

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How To Keep Clients After An Accounting Practice Sale

"How To Keep Clients After An Accounting Practice Sale"

Read our featured cover article, "How To Keep Clients After An Accounting Practice Sale" in the Journal of Accountancy.

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"Avoid the Mistake of Choosing the Wrong Buyer"

Read our featured article, "Selling your Accounting Practice? Avoid the Costly Mistake of Choosing the Wrong Buyer, in Today's CPA".

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Additional Highly Valuable M&A Articles:

  • Attorney Matters Related to the Sale of Accounting Practices

    Attorneys are a crucial part of selling your CPA firm. But their helpfulness can vary over a wide spectrum, from creating countless roadblocks and obstacles to smoothly facilitating a transaction. A skilled M&A attorney is indispensable in putting together the contracts and agreements in a way that protects the interests of both the buyer and […]

  • Selling A Financial Planning Business with CPA Firm

    Many CPAs offer financial planning and investment services. CPAs often enter this business segment as a result of client requests, personal interest in the field, and the desire for an additional year-round revenue stream. Estate and retirement planning, investments, budgeting and cash flow management all require specialized knowledge and certifications. It can take many years […]

  • Issues Regarding Seller Owned Office Buildings

    Buying an office building can be a terrific investment and provide many financial advantages. But if you operate your CPA practice in a building you own, and you decide to sell your firm, real estate ownership introduces additional issues into the selling process. Here are a few things to keep in mind if you find […]

  • CPA Specialist Broker vs General Business Brokers

    Not all business brokers are equally equipped. A general business brokerage works in many different industries and sells virtually any type of business. Generalist brokers tend to have a shallow understanding of many businesses and types of buyers, allowing them to quickly shift gears for each client. Specialist business brokers have deep knowledge of a […]

  • Successful staff and client transitions through a sale

    A successful transition requires a profitable CPA firm and a deal that satisfies the needs of both the seller and the buyer. That’s all you need for a successful ownership transition. Right? Wrong. In order to keep the firm profitable after the sale of a CPA practice, you must gently shepherd your CPA practice’s staff […]

  • Seller Involvement After the Sale

    You’ve spent decades of your life building your successful CPA practice and forming close, trusting relationships with your clients. Now it’s time to sell your CPA practice and start a new chapter in your life. But selling seldom means cutting all ties. Sellers are usually involved after the sale, at least to some degree. One […]

  • When is seller financing a good option?

    At Accounting Broker Acquisition Group, we encourage deals that result in high multiples of billings and significant cash at closing for the seller. For most firms, we can achieve a very high sales price with significant cash at closing, which is obviously much better for the seller than having to carry a very large portion […]

  • What to Look for in an Exceptional Accounting Practice Broker

    After many years of investing your blood, sweat and tears into building a thriving and highly profitable CPA practice, you’re thinking about selling. You realize that a business broker can help maximize value when you sell your firm. Smart move. But how do you know which broker to choose for the sale of your CPA […]

  • Pros and Cons of Selling Your CPA Firm to an Employee

    Owners of small to mid-sized CPA practices often like to “keep things in the family”, so to speak, by selling their CPA practice to an employee. But while some employees can be very good purchasers, this plan often fails. Why don’t many employees make good owners? It comes down to skills and pay. Skills These […]

  • Client Retention After the Sale of a CPA Practice

    The principal value of a CPA practice is represented by the goodwill and client list. The buyer desires the future fee revenues and referrals to be generated from those clients. Client retention after the sale of a CPA firm is extremely important to the buyer of the practice and to the seller of the practice […]