Acquisition Criteria
Clarify geography, size, client mix, service mix, pricing, staffing, and cultural fit.
For buyers
Grow through acquisition without creating chaos.
We help accounting firms source, evaluate, and facilitate acquisitions or mergers that fit strategy, culture, capacity, and client service standards.
A good acquisition is won in diligence, not at the closing table.
Better targets
Find the right firm, not just the available firm.
Acquisition growth works best when the target fits your people, processes, service model, leadership capacity, and long-term goals. We help buyers define the target and approach sellers with credibility.
Discuss buyer representationTarget Sourcing
Identify firms and owners that may be open to a thoughtful transition conversation.
Buyer Confidence Profile™
Show sellers your story, acquisition capacity, integration plan, and people-first philosophy.
Transaction Support
Support conversations, structure, diligence coordination, and transition planning.
Buyer credibility
Sellers need confidence before they share sensitive information.
Most sellers care deeply about their team and clients. A professional buyer profile helps them see you as a serious, prepared, and thoughtful steward of what they built.
FitCulture and client service
CapacityLeadership and team depth
CapitalAbility to close
CareEmployees and legacy