Sourcing deals is straightforward. Closing them is brutal.

I've led multiple LBOs and spent 30+ years buying, selling, and brokering early-stage businesses. The gap between "I want to buy a CPA firm" and actually owning one comes down to one word: Terms.

Not a one-page wishlist. Real terms. Hammered out through due diligence, timelines, representations, and details that make lawyers earn their fees.

The Hard Truth

The phone is your only tool that matters. Call up and down the supply chain. Do not believe that list of X number of clients is real. Trust but verify!

Here's my close rate: 20 pre-qualified pitches to 1 deal.

If You're Not a Numbers Person

Stop here. Partner with someone who is. Then get another numbers person to sanity-check the offers. CPAs speak accounting. If that's not your native language, you need a translator.

Non-CPA Ownership Structures

They work. But the deal mechanics don't change. Terms. Diligence. Phone calls.

Next Steps

If you want to dig deeper on deal sourcing, structures, or closing mechanics, reach out. I offer 30 minutes free to serious buyers.

P.S. I also sell leads. I have a database of over 100,000 accounting firms in the USA.