Buyers
WE SPECIALIZE AND FOCUS ON SMALLER PRACTICES:
- We work exclusively with accounting firms generating $250,000 or less in annual revenue. This targeted focus allows us to understand the unique dynamics, valuation considerations, and transition needs specific to smaller practices - giving buyers a distinct advantage.
WE PROVIDE YOU ACCESS TO QUALIFIED, SCREENED OPPORTUNITIES:
- Because our sellers pay a fee to be listed on this website, you can be confident they are serious, motivated, and prepared to move forward with a transaction. Buyers gain access to well-prepared opportunities with organized financials and realistic expectations from sellers.
FINANCING GUIDANCE AND LENDER RELATIONSHIPS ARE SHARED:
- We can connect buyers with lenders experienced in financing accounting practice acquisitions, including both conventional and SBA loan options. Our network of lenders experienced in accounting practice acquisition financing provides the capital necessary to complete your deal.
The Process When Working Direclty with the Seller
SALES MEMORANDUM
Sign the NDA and receive an email with the link to the Sales Memorandum
EMAIL SELLER
If you meet the seller’s buyer criteria, email the seller – see instructions on the SM
SPEAK WITH SELLER
Schedule a meeting directly with seller to discuss the details about the practice
LETTER OF INTENT
If interested in making an offer – seller can provide a LOI template
DUE DILIGENCE
Once the LOI has been accepted, provide seller with your due diligence list
FINANCING
As you begin due diligence, you will also begin the financing process
PURCHASE AGREEMENT
Seller can provide a purchase agreement template for you as a starting point
All questions and correspondence about a practice should be made directly to the seller.