How to Buy With Confiedence
Our experience in the industry makes the transaction simple.
Phase 1:
Locating a Firm to Purchase
Start by analyzing your strengths to determine the ideal firm size and client mix for you. Assemble your team of advisors, get pre-approved for financing, and begin identifying acquisitions that are the right cultural and professional fit.
Phase 2:
Negotiations and Due Diligence
Bring a fair offer to the table that addresses price, terms, and any employment contract for the seller. After executing an offer or LOI, conduct a thorough review of tax returns, financials, and client demographics to confirm the firm's value.
Phase 3:
Closing and Transition
Finalize your closing documents, fund the purchase, and begin building relationships with clients and staff. A clear transition plan — often with the seller staying on briefly — ensures client retention and a smooth handoff.
Meet Your Brokers
The Most Trusted Certified Business Intermediaries in the Accounting Firm Brokerage Industry.
- Over $150M transacted
- Operating in 42 States
- 34 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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