Mergers & Acquisitions and Private Equity

for Accounting Firms

At Accountants Advisory Group, we provide confidential, strategic M&A and private equity advisory services tailored specifically to the accounting profession. With decades of experience working alongside CPA firm leaders, we offer practical guidance and proven strategies firms need to plan for growth, succession, and long-term value.

The current market has created a unique window of opportunity for accounting firms. Increased M&A activity, consolidation across markets, and heightened interest from private equity groups have created favorable conditions for both buyers and sellers. Whether you're seeking to grow through acquisition, evaluate an unsolicited offer, position your firm for sale, or explore private equity options, our team brings deep industry knowledge, strong professional networks, and a hands-on approach to every engagement.

We recognize that these decisions impact more than just ownership—they affect your legacy, client relationships, team structure, and firm culture. That’s why we focus on building strategies that reflect your goals and values, not just the transaction at hand.

Our comprehensive services are designed to help you make informed, future-focused decisions, navigate complex negotiations, and achieve successful outcomes with minimal disruption to your business.