Any tips on Proprietary Deal Flow from CPAs, Attorneys, etc.

December 04, 2025

by a searcher from University of Dayton in Boca Raton, FL, USA

Has anyone sourced any deals through CPAs, attorneys, wealth managers, or other M&A professionals? If so, how did you go about doing that? Was it a long-term relationship or a simple outreach asking if they knew anyone looking to sell? I'm trying to up my game here. Anything helps! Thanks in advance, Searchfunder family!

0 Likes

9 Replies

183 Views

Replies

Reply by a searcher
in Austin, TX, USA

In short, it all comes down to networking. So the short answer is yes to each of the relationships/resources you mentioned and more. In my opinion, long-term relationships are the best and can be invaluable later on. As for how to establish them, there's no one-size-fits-all answer other than outreach. Various online platforms are great, along with emails, but also consider any local relative business events such as conferences, luncheons, etc. You never know when an accountant or attorney will know of a deal opportunity, and that information is just an introduction away. I hope this helps.

Reply by a searcher
from University of California, Berkeley in San Francisco, CA, USA

At the risk of stating the obvious, all professionals you mentioned have some level of fiduciary responsibilities to their clients. So unless you are the paying client, them showing you deals on an exclusive basis might be viewed by their paying clients as problematic at min and conflict at worst. Thats not to say you shouldnt build a network, but I find understanding roles for all players in the system helps you more effectively navigate.

+7 more replies.

Join the discussion