Has anyone acquired a CPA firm before? We are seeking advice

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July 15, 2025

by a searcher in Los Angeles, California, USA

We are just starting our search. Has anyone bought any business in the b2b accounting / financial services space could speak with us and share some insights? Thanks in advance!
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Reply by a searcher
from Ohio State University in Los Angeles, CA, USA
I haven't acquired a CPA firm myself, but I listened to an episode of Acquiring Minds recently with a buyer of a bookkeeping firm, I thought the guest provided some solid insights, might be worth checking out. Episode name - "One Year Later:60% Growth + 2 More Acquisitions." I listened on Spotify.
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Reply by an intermediary
from Harvard University in Los Angeles, CA, USA
I have facilitated 3 CPA acquisitions over the last couple of years. Happy to share my experiences as an intermediary. redacted
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