Build, Buy, or Sell an Accounting Firm with Confidence
The trusted marketplace connecting accounting firm owners, acquirers, and investors.
How CPA Deal Desk Works for Buyers & Sellers
Whether you’re ready to sell or looking to acquire, our platform makes the process simple, secure, and confidential.
01. Create Your Profile
Sellers list key details about their firm or buyers set acquisition preferences.
02. Get Matched
Our platform and team connect you with qualified, serious parties.
03. Close with Confidence
Access our secure data rooms, professional documentation, and support resources to finalize your transaction.
Build Your Firm Before You
Buy or Sell
Build is our growth and readiness program for accounting firm owners. Use assessments, practical tools, and one-on-one coaching to strengthen operations, clarify priorities, and prepare for what’s next.
Our Story
We created CPA Deal Desk to fill a growing gap in the accounting M&A landscape. With tens of thousands of firms across the U.S., many fall below the radar of private equity and larger firms, yet they hold tremendous value. As firm owners approach transition or retirement, and as investors seek growth opportunities, we saw the need for a dedicated, organized, and confidential marketplace focused on small accounting firms. Our team brings deep experience helping accounting firms grow, structure operations, and prepare for successful exits. We combine that background with M&A, valuation, and digital marketing expertise to make buying and selling straightforward and professional.
Who We Serve
Firm Owners
Firm owners looking to build, buy, or sell an accounting firm.
Buyers
CPAs and firm leaders looking to expand into new geographies, service lines, or client bases.
Investors & PE
Private equity groups and financial buyers looking for scalable firms or tuck-in opportunities in a growing sector.