CPA Mergers & Acquisitions
CPA Mergers & Acquisitions.
Making a strategic move to sell your firm or proactively seek an acquisition or merger candidate firm, are some of the most consequential decisions CPA firm partners will make. Carl Johnson is the ideal choice to serve as a guide through the process for CPA firms in Connecticut, Rhode Island, and Massachusetts. A veteran of over 25 mergers and sales in the past 20 years, Carl brings a deep understanding of the CPA industry and the New England marketplace.
50
CONSULTING CLIENTS
SINCE 2016
25
NEGOTIATED &
COMPLETED MERGERS
20
YEARS MATCHING CPA
FIRM BUYERS AND SELLERS
MERGERS & ACQUISITIONS
HOW DOES CARL WORK?
Carl maintains personal contacts and a database of CPA firms in Connecticut, Rhode Island, and Massachusetts to assist his clients in acquiring or merging with compatible firms. Carl serves as a guide in the thought process, negotiation, and decision-making for firm leadership. His goal is to assist firms to maximize value when selling and in making wise strategic growth decisions when acquiring a firm.
MERGERS & ACQUISITIONS
SELLING YOUR CPA FIRM
There are many reasons why firms sell. It could include difficulty in hiring and retaining staff, firm owner (s) are nearing retirement age, there are no internal candidates for future firm ownership, or loss of long-time clients due to company sale or owner retirements. Crisis planning is not a good option; developing a game plan early is key. Carl assists with discussions and decisions on:
- When is the right time?
- Gaining partner consensus/expectations
- What are your firm’s unique and marketable qualities?
- How do you get your firm ready for a sale?
- What do you need to do internally to maximize
value at sale time? - Identifying merger candidates
- Guidance in the selection and negotiation process
MERGERS & ACQUISITIONS
BUYING A FIRM
For the past ten years, there has been remarkable consolidation of CPA firms nationally and in the New England region and it will not stop soon. By planning ahead and defining firm goals, you will be ready for opportunities that come to you and to proactively identify merger candidate firms in your marketplace. Carl helps CPAs articulate what they are seeking in terms of geographic expansion, industry expansion, gaining key talent, and improving their competitive advantage to attract larger and more profitable client engagements.
Carl assists with discussions and decisions on:
- When is the right time?
- Gaining partner consensus/expectations
- Developing a detailed candidate firm profile and qualities
- What is the geographic reach?
- Identifying merger candidates
- How do you develop a deal that works for both sides
- Guidance in the selection and negotiation process
- Merger integration
"How the
Baby Boomer
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is Creating Opportunities and
Challenges for Everyone in the
Accounting World"
