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Looking for an exit strategy? Our practice is looking for a smaller CPA firm or sole practitioner who wants to:
Talk to us. We can confidentially discuss the potential of acquiring or merging your practice and develop a plan for a successful and profitable transition period. The size of our firm will ensure your clients are well served and receive a high degree of personal attention. Concerned about your employees? So are we. Your staff is key to a successful transition with minimal interruption to the workflow. If you are independently supporting your clients, we will work with you to ensure your client's confidence during the transition. Selling or merging your firm is a big step. We are not high-pressure people. Many CPA’s exit their practices by closing the doors or selling their practice to another firm that may not provide their clients with the care they deserve. We realize many of your clients have become friends. After servicing them for so many years, leaving them is hard. Our partners and staff are approachable and friendly people who will continue the practice you have established. If you want to remain active, even in a limited capacity, there will be a place for you at our firm. We look forward to hearing from you. |
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| Click to view our most recent Peer Review (PDF) | |||||
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