Leader in Practice Sales
Leader in CPA and
Accounting Practice Sales
We are your best source for accounting
practice sales, mergers and acquisitions.
practice sales, mergers and acquisitions.
Thinking of selling? Not sure? Contact us for a FREE market analysis.
OUR PROCESS
Here are the six operating principles defining our relationship
Understand
To gain a full understanding of your practice, operations, staff, client base, and areas of expertise. We review your firm’s strengths and weaknesses to build a plan for a successful transition.
Evaluate
Having completed hundreds of practice valuations, we are uniquely positioned to make a determination of the best market price for your firm.
Service
Our years of experience in finding, vetting, counseling, and qualifying potential Buyers will result in you not only getting the best price, but a transition strategy to the Buyer that will continue to provide your clients with the highest level of service.
Negotiate
We handle the negotiations and all offers will flow thru us with full communication to you about details. This process takes the stress of negotiations off your shoulders allowing you to concentrate on managing your practice and serving your clients without potential interruptions from the negotiating process.
Define
We help the Buyer with the structure of the Purchase Agreement to insure clarity for both Buyer and Seller. We carefully define the roles of the Seller and Buyer in the transition process.
Network
We have a network of funding sources to offer Buyers, to maximize the cash the Seller receives at closing.
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Guidance
Details on the process, and essential details to address.
The due diligence is done, and you and the buyer are satisfied with the deal. You’re getting ready to schedule a closing date where you and the buyer, along with your APS Consultant and other professionals, will dot the I’s and cross the T’s. So what should you expect before crossing the finish line?
The day eventually will come. You’ll want to leave your clients in the best hands and reap the maximum rewards from your efforts.