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Firm Acquisitions

CPAs in the baby boomer generation should be planning for their retirement and succession of their practice, but many have not. If you are a CPA or accountant in this situation and would like to speak to us regarding a succession plan with our firm, we would be happy to talk to you. We have experience with firm succession and acquisitions with retiring CPAs.

We are flexible regarding terms, but prefer an arrangement where a practice is purchased over a number of years with the retiring CPA or accountant continuing to work to assist with the transition. The retiring CPA may work a reduced or "flex" schedule depending on preference and transition needs.

Please contact Mark Nelson at (210) 694-5945 or, if you would like to discuss practice succession opportunities.