Insights

AICPA Ethics Requirements in CPA Firm Sales: What Sellers and Buyers Need to Know

A firm sale does not pause a CPA’s ethical obligations to clients. That sounds obvious...

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Why Accounting Firm Deals Fall Apart, and How Both Sides Can Prevent It

The most common causes, from inaccurate data to over-negotiating, and what buyers and...

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Private Equity Buyers vs. Strategic Buyers: What the Difference Means for You as a Seller

There is no single best buyer. The right buyer depends on the seller. That deserves to be...

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How to Stand Out as a Buyer When Sellers Have Multiple Offers

When a seller has more than one offer on the table, the highest number does not win by...

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Multi-Partner Firms: How to Align Your Partners Before You Go to Market

We have watched it happen often enough that it stopped feeling like bad luck. A deal that...

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The CPA Firm M&A Market in 2026: What Sellers and Buyers Need to Know

Today’s CPA Firm M&A market looks different than it did even six months ago. The most...

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Is Your Firm Ready to Build, Buy, or Sell? A Self-Assessment for Firm Leaders

Most firm leaders feel the pull toward one of these three paths well before they have...

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How to Finance the Purchase of a CPA Firm: SBA Loans, Seller Notes, and Other Structures

Most of what buyers think they know about financing a CPA firm purchase is a little out...

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First-Time Buyer’s Guide to Acquiring a CPA Practice

Buying a CPA practice is likely the largest financial decision many first-time buyers...

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What to Expect When You List Your Firm on a Marketplace

Owners considering a marketplace listing usually have one of two fears. Either listing...

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How to Use a Data Room When Selling Your Firm

Most firm owners think of the data room as paperwork: a folder of documents a buyer needs...

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The Real Cost of Waiting: What Staying One More Year Does to Your Firm’s Value

Most CPA firm owners think about the decision to sell as a lifestyle question. Am I ready...

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A dedicated, confidential platform built specifically for buying and selling accounting firms. We connect firm owners, acquirers, and investors through a structured, professional marketplace designed to make every transaction clear, efficient, and secure.

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