myCPE
myCPE
myCPE

Florida Forensic Accounting Boutique

Forensic Accounting and Litigation Support
Miami, Florida
$2,200,000
Retirement of founding partner

Project Timeline

Project ID: 2310
Listed: 2023-08-05
Closed: 2023-10-03
Time to Sale: 59 days

Our Approach

  • Targeted national firms looking to expand forensic capabilities
  • Developed knowledge transfer plan for complex ongoing cases
  • Structured deal to ensure continuity for high-profile clients
  • Negotiated retention of key expert witnesses and staff
  • Created transition plan for proprietary forensic software

Our Outcomes

Sale Price:22% above initial valuation
Client Retention:100% of ongoing cases
Deal Structure:80% cash, 20% contingent on case outcomes
  • Acquirer gained instant credibility in forensic accounting
  • Founder retained as consultant for 2 years post-sale