To get started, reach out to us to schedule a confidential discussion about your acquisition goals. We'll gather information about your preferences and requirements, then present you with suitable opportunities and guide you through the next steps in the purchasing process.
No, there is no cost to browse our listings. We operate on a success-based fee structure, meaning you only pay once the transaction is successfully completed. This ensures you have full access to available firms with no upfront fees.
We operate on a success-based fee structure—no monthly fees, no retainer fees. You only pay once the transaction is complete, ensuring our interests are aligned with helping you secure the right firm for your needs.
Assess the firm's client base, revenue streams, location, and services to ensure they align with your goals. Our M&A advisors can help evaluate the fit based on your experience, growth ambitions, and financial capacity, ensuring the acquisition is the right match for your strategic objectives.
Once a confidentiality agreement is in place, we provide comprehensive information about the firm, including financial statements, client demographics, service offerings, staff details, and any unique selling propositions. This information helps you assess the firm's value and compatibility with your acquisition goals.
Key documents include profit and loss statements, balance sheets, tax returns, client contracts, and any outstanding debts or liabilities. A thorough review during due diligence ensures the firm’s financial health and mitigates risks associated with the acquisition.
Yes, we ensure that all firms we represent have undergone a professional valuation. We can provide you with detailed valuation reports and help you understand the factors that contribute to the firm's worth. This information is crucial for making informed offers and negotiating fair terms.
The process typically takes 6 to 12 months and involves identifying a firm, making an offer, conducting due diligence, securing financing, and finalizing the sale with legal agreements. We will be with you at every step, ensuring a smooth transaction.
Once an offer is made, the seller may accept, counter, or negotiate the terms. Once both parties agree, the due diligence phase begins, during which the firm's financials, client contracts, and operations are reviewed in detail. Upon successful due diligence, legal documents are signed, and the transaction is finalized.
Yes, some sellers are open to divesting specific parts of their practice. We can help identify opportunities where sellers are willing to sell a particular service line, niche market, or client portfolio that aligns with your strategic objectives.
Buyers can explore traditional bank loans, SBA (Small Business Administration) loans, or seller financing, where the seller provides part of the financing. Our advisors can help identify the best financing option for your situation and assist you in securing the appropriate funds to complete the purchase.
Yes, we have legal attorneys who can assist you in navigating the legal complexities of buying a firm. We can help draft and review legal documents to ensure the purchase complies with all relevant regulations and laws. Alternatively, we can work with your own legal counsel if you prefer.
Our advisors facilitate negotiations between buyers and sellers to ensure that both parties reach an agreement that works for everyone. We provide guidance on deal structures, terms, and any other aspects to help you secure favorable terms during the negotiation process.
We require all potential buyers to sign a non-disclosure agreement (NDA) before sharing any confidential information about the firms for sale. This protocol protects the seller's sensitive information and business relationships while allowing you to review the necessary details to make an informed decision.
During the transition, focus on maintaining client relationships, understanding the firm’s operational processes, and ensuring key employees remain. Many sellers offer post-sale support to ensure a smooth handover. We help you plan for this phase to ensure continuity and a successful transition.
Our commitment doesn't end at closing. We provide post-acquisition support to ensure a smooth transition for you, the staff, and the clients. This may include assistance with integration strategies, retention plans, and addressing any operational challenges that arise during the handover period.
We can assist you in finding firms that offer access to new geographic markets, industry sectors, or specialized services. By understanding your strategic growth plans, we tailor our search to identify opportunities that align with your long-term objectives and enhance your firm's capabilities.
Getting started is easy. Simply contact us to schedule a confidential consultation. We'll discuss your goals, answer any questions you have, and outline how our services can assist you in achieving a successful sale of your accounting practice.
No, there are no fees for sellers. Our initial consultation and valuation are completely free. We only charge buyers, so you can engage our services without any financial commitment.
To begin, we'll need basic information about your firm, including recent financial statements, details about your services, client demographics, staff composition, and any unique value propositions. This information helps us create a compelling profile of your firm for potential buyers and aids in the valuation process.
Preparing your firm for sale involves organizing accurate financial records, streamlining operations, and resolving any outstanding legal or financial matters. Our advisors are here to help guide you through every step, ensuring your firm presents well to potential buyers.
You can enhance your firm’s value by improving its financial performance, securing long-term client contracts, addressing any operational risks, and creating a solid transition plan for the buyer. Our team will work with you on strategies to optimize the value before bringing your firm to market.
We provide a thorough valuation process that considers your firm's financial performance, client base, services offered, staff expertise, and market conditions. This personalized assessment helps determine an accurate estimate of your firm's value, giving you a solid foundation for planning your exit strategy.
The value of your firm is influenced by several factors, including revenue stability, profitability, client retention rates, market conditions, and the expertise of your team. A comprehensive valuation from us will factor in these elements to determine the true market value of your practice.
We utilize a targeted marketing approach that leverages our extensive network of industry contacts. Your firm will be presented to a select group of pre-qualified buyers whose interests align with your practice. We also employ discreet marketing strategies to maintain confidentiality while reaching the right audience.
Yes, you can choose to sell a specific segment of your practice, such as a particular service line or client portfolio. We will work with you to identify the best strategy for your goals and find buyers interested in that specific part of your business.
At MYCPE ONE M&A Advisory, we take the utmost care to protect the confidentiality of your information. We only disclose details to potential buyers after carefully vetting them and securing a signed non-disclosure agreement (NDA). If you choose to work with multiple M&A intermediaries (non-exclusive contracts), the risk of information leakage may increase. To ensure maximum confidentiality and reduce this risk, we recommend engaging with a single, trusted intermediary under an exclusive contract.
The timeline for selling an accounting firm can vary based on factors such as your firm's size, location, service offerings, and current market demand. On average, the process can take anywhere from 1 to 3 months. We work diligently to find the right buyer while keeping you informed throughout each stage of the process.
Absolutely. Confidentiality is a top priority for us. We take strict measures to ensure that your firm's information is only shared with serious, pre-qualified buyers who have signed a non-disclosure agreement. This approach protects your business relationships and maintains the integrity of your practice during the sale.
Once you receive an offer, you can accept, negotiate, or counter the terms. After reaching an agreement, the buyer will perform due diligence to verify the financial and operational details of your firm. Upon successful completion, legal contracts are signed, and the transaction is finalized.
Our experienced advisors will represent your interests during negotiations, aiming to secure the best possible terms and conditions. We facilitate open and transparent communication between you and the buyer, providing guidance and support to help both parties reach a satisfactory agreement.
Yes, we have our own legal attorneys who can assist you throughout the transaction to ensure all legal documents are properly prepared and compliant with relevant laws and regulations. However, if you prefer, you can also engage your own legal counsel, and we will gladly collaborate with them to facilitate the process.
Yes, many sellers choose to remain with the firm during a transition period to ensure continuity for clients and staff. The terms of your continued involvement can be negotiated based on your preferences and the buyer's needs. We will help facilitate these discussions to reach a mutually beneficial agreement.
The quality and stability of your team can have a big impact on the value of your firm. Buyers look for firms with experienced staff who can continue delivering services after the sale. Retaining key team members and addressing any turnover concerns will make your firm more appealing to potential buyers.
Seller financing involves offering a portion of the sale price as a loan to the buyer, which can make your firm more attractive by reducing the buyer’s upfront financial commitment. This method may also enable you to negotiate a higher overall sale price while offering more flexible payment terms.
During due diligence, the buyer will review your firm’s financial records, client contracts, and operational processes to ensure everything is as presented. This is a crucial step before finalizing the sale. We assist in preparing your firm for this stage to ensure a smooth process.
We understand that circumstances can change. You are under no obligation to proceed with the sale until a binding agreement is signed. If you decide not to sell, we will respect your decision and can discuss alternative strategies or revisit the possibility at a later time when you're ready.
