Accounting & CPA Firm M&A Advisory
Strategically exit your accounting practice with confidence.
C2G Advisors brings senior-level M&A expertise to owners of CPA firms, bookkeeping practices, and accounting roll-ups. Whether you're ready to sell in the next year or simply want to understand your options, we'll give you a clear, honest assessment — completely confidentially.
Schedule a Confidential Call →The C2G Difference
Senior M&A expertise for accounting firm owners.
Selling an accounting practice involves unique considerations — recurring client relationships, partner dynamics, staff retention, and the trust you've built over decades. The buyer landscape is consolidating quickly, and the difference between a good deal and a great one comes down to who's representing your interests at the table.
C2G brings a proven M&A playbook with over $1B in total transaction value across service-based industries — pairing deep transactional expertise with a clear understanding of how accounting and CPA firms actually create value.
In Total M&A Transactions
Transacted Since 2024
Valuations Annually
Why Owners Choose C2G
M&A advisors who take the time to understand your firm.
Selling an accounting practice involves unique considerations — partner dynamics, client retention, staff transitions, and the relationships you've built over a career. You need advisors who approach your transaction with the rigor it deserves.
01
Your Guide From Start to Finish
Exiting your firm is likely one of the biggest decisions of your career — and we don't take that lightly. We guide you through every step, from first conversation to close, to find the best offer, the right terms, and the partner who will carry on your legacy.
02
A Proven M&A Process
We've refined our process across more than $1B in closed M&A transactions. Valuation, positioning, buyer outreach, diligence, negotiation, close — we've built a playbook that protects your interests and maximizes your outcome at every stage.
03
Fully Confidential
Our conversations are completely confidential from the very first call. You can explore your options, ask hard questions, and talk through market realities without anyone — competitors, partners, staff, or clients — ever knowing.
The C2G Process
A proven path, refined over $1B+ in M&A transactions.
Phase 01 · Weeks 1–2
Assess & Conduct Market Valuation
We gather necessary data to assess your market and buyer demographics, then deliver a tailored SWOT analysis, P&L review, key KPIs, and a targeted potential buyers list.
Phase 02 · Weeks 3–8
Buyer Outreach & Materials
We craft a comprehensive Confidential Information Memorandum (CIM), establish a secure data room, and execute a discreet outreach process to qualified buyers.
Phase 03 · Weeks 9–16
Engagement, Bidding & Negotiation
We discreetly engage qualified buyers, manage the bidding process, and lead negotiations to identify the right partner on the right terms.
Phase 04 · Weeks 17–26
LOI to Close
Once both parties sign the Letter of Intent (LOI), the exclusive due diligence period begins, which is a key phase on the path to closing. We advocate for your interests through definitive agreements all the way to a successful close.
Phase 01 of 04
The Market Moment
Consolidation is reshaping the accounting industry.
Private equity capital, multi-state platforms, and PE-backed roll-ups are actively pursuing well-run CPA firms and bookkeeping practices — and valuations have never been more attractive for owners who are prepared to engage the market on their terms.
Pair that with a wave of partner-level retirements and a growing succession gap, and the next several years represent a uniquely strong window for owners thinking about a strategic exit.
For Buyers
Acquiring CPA practices?
We work with buyers across the accounting consolidation landscape — from solo CPAs scaling up to multi-office firms expanding their footprint. If you're sourcing acquisitions, we'd like to hear from you.
Ready to Talk?
Let's start a confidential conversation.
Whether you're months away from a decision or just want to know where you stand, we're happy to listen. No pressure, no obligations — just an honest conversation about your business and the M&A landscape.
Every conversation is strictly confidential. We respond within one business day.
Schedule a Confidential Call
A 30-minute conversation with a senior C2G advisor. No pitch, no pressure.