The document discusses how mergers and acquisitions have become common among CPA firms. Accountants Advisory Group offers comprehensive merger and acquisition advisory services to help CPA firms increase revenues, plan for succession, upgrade staff, acquire new specialties, expand geography, and dominate their market. Their services include developing an M&A strategy, facilitating meetings between potential merger partners, assisting with valuations, negotiations, and post-merger transitions.

1. A quick scan of an accounting industry newsletter, periodical, blog or
other related media will reveal one common trend of business activity—
mergers and acquisitions of CPA firms. Progressive CPA firms have
readily adopted the M&A strategy to increase and/or enhance revenues;
overcome succession planning obstacles; upgrade professional staff
and partners; acquire niche and service specialties; expand the firm’s
geographic reach; and secure future domination of a particular marketplace.
Accountants Advisory Group offers comprehensive M&A advisory
services, whether you are seeking an inbound or upward merger.
AcquistionMerger
Advisory Services
ACCOUNTANTS ADVISORY GROUP, LLC
Maximizing the Value of CPA Firms
WWW.ACCOUNTANTSADVISORY.COM

2. CPA Firm M&A Advisory Services
Our comprehensive and customized M&A advisory services include:
• Assistance in developing an MA strategy to merge-in or acquire the right firm for your practice.
• Introductions to MA candidates that have been pre-qualified to meet your succession
planning strategy criteria.
• Facilitation of meetings and discussions with merger candidates in a progressive and
constructive manner.
• Assistance with valuation issues.
• Structuring and negotiating the deal term sheet.
• Assistance with structuring and negotiating the details of the MA transaction, the MA agreement
and the supplementary agreements.
• Development of presentations and collateral materials to sell the benefits of merging with
your firm, highlighting the differentiating factors for your firm vs. another acquirer.
• Organizing, planning, and structuring an upward merger.
• Implementation of public relations and advertising strategies to promote your firm to MA candidates.
• Post-merger transitionary advisory services.
To learn more about how Accountants Advisory Group can assist your firm achieve
long-term success and profitability or to schedule a complimentary MA consultation
and evaluation, contact Joseph A. Tarasco, Chief Executive Officer and Senior Consultant
of Accountants Advisory Group, LLC. Joe can assist you in evaluating the right course for
your firm, whether it is remaining an independent firm or a merger into a larger firm.
(O) 845-265-9046 (C) 914-924-1450
Joe@AccountantsAdvisory.com
www.linkedin.com/in/joetarasco
Accountants Advisory Group, LLC is a strategic advisory firm that
incorporates state-of-the-art practice management, marketing, lead generation
and human capital strategies to grow and maximize the value of CPA firms.
ACCOUNTANTS ADVISORY GROUP, LLC
Maximizing the Value of CPA Firms
WWW.ACCOUNTANTSADVISORY.COM