Navigating Mergers and Acquisitions: Tax and Accounting Essentials
We’ll help you navigate the complexities behind mergers and acquisitions, and how they affect your financial management.
Partner, Merge or Sell Your Accounting Firm
Partner, Merge or Sell Your Accounting Firm
Ready to let go of the vine?
Managing a CPA firm is hard work! Maybe you are imagining your future with shorter workdays and more time with your family. Partnering with a larger firm can be the break you’ve been looking form.
We have guided many companies through solutions when they are ready to restructure their firm in the most practical – and most profitable – way.
Making the decision to partner, sell, or merge your firm is not to be taken lightly, but with smart work it can be the best decision for you and your company.
Our Proven 3-Phase Process
To Partner, Merge, or Sell an Accounting Firm
Evaluation
We begin by examining your accounting practice and your needs. Would a partnership be beneficial? Or do you want to merge? Is now the right time to sell? Maybe you need to strengthen some key processes to get the best price either way. Our team can help you uncover your organization’s strengths and identify the ideal timeline for you and your organization.
Valuation
Our goal is to maximize your value, so we utilize streamlined pricing and payment structures to help us create a win-win scenario for all involved parties. We will help you finalize the appropriate pricing based on your firm’s specialties if you choose to merge or sell. We discuss feasible client retention rates.
Integration
As soon as there is an agreement in place, our team will navigate and coordinate any necessary transition. We will provide clarity to ensure a seamless partnership, sale, or merger.
Join Our Fold!
We are most successful with organizations that are passionate about the lives and success of their employees and clients.
We are looking for organizations that also:
Loves to leverage technology
Embrace complete transparency
Support an environment of accountability
An organization that is passionate about accounting and tax
We are looking to partner, merge with or buy firms in the USA
We are based in Puerto Rico and Atlanta with a well-adjusted global workforce
We are looking to partner, merge with or buy firms in the USA
We are based in Puerto Rico and Atlanta with a well-adjusted global workforce
Our Merger or Acquisition Blogs
Read More »
What Happens When The Owner Of A Sole Proprietorship Dies
After the death of your sole proprietor, what happens next? Read some expert follow-up advice.
How to Merge Companies Successfully
Read more about how to merge companies successfully as well as the ins and outs of a company merger with Fusion CPA.
Identifying and Overcoming Risk of Mergers and Acquisitions
Every merger has risk, knowing how to overcome that risk and minimise it is important for the success and health of your business.
M&A: Understanding Due Diligence for Emerging Enterprises
Find out what due diligence entails and how your business can benefit from this process.
Sales and Mergers Guidelines: What are the Typical Terms?
We look at some sales and mergers guidelines for accounting firms. The terms associated with merging a firm often rely on factors like post-closing client retention rates.
