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6 Steps To Success For Buyers
Our experience in the industry makes the transaction simple.
1. Know Your Options
Before making a purchase, know your options. Are you looking to start a business organically? Or do you want to purchase an existing firm?
2. Know What You Want
So you know you want to start your business, but there are still a lot of questions that can only be answered by you. It's time to evaluate the details.
3. Evaluate Resources
Evaluating resources doesn't just mean money, but it often does start with your fiscal ability. Determine what financial resources you have available.
4. Search for the Right Practice
Determine your ideal business, then explore our listings of accounting firms for sale nationwide. Our inventory updates monthly, so stay open to evolving opportunities.
5. Negotiate to Win
Mastering negotiation is key. We aim for win-win deals with fair terms, balancing flexibility with focus on favorable outcomes for both sellers and buyers.
6. Transition
Post-purchase, prioritize building strong relationships with employees and clients to ensure continuity and exceed expectations, securing the success of your new venture.
Meet Your Brokers
The Most Trusted Certified Business Intermediaries in the Accounting Firm Brokerage Industry.
- Over $140M transacted
- Operating in 40 States
- 32 Years of Experience
Kathy Brents, CPA, CBI
Broker/Managing Member
Kathy is a CPA, owning her own firm for many years. She is a CBI and member of the International Business Brokers Association. Her experience is incomparable. She sold her own accounting firm before becoming a broker.
Christy Hudson, CBI
Broker
Christy, an Oklahoma native, is also a CBI and member of the International Business Brokers Association. She believes in the power of local business, as she has formerly owned her own small business and enjoys working with business owners to help them achieve their goals.
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