Sell Your CPA Firm Privately
For some CPA firm owners, a traditional listing is not the right approach. The size of the firm, the sensitivity of the transaction, or the owner’s preference for discretion may call for a more private process.
Poe Group Advisors provides confidential access to qualified strategic buyers, private equity-backed firms and other carefully selected acquirers. Your opportunity is shared only with qualified buyers and within the parameters you establish.
Depending on your goals, we can help you evaluate a direct buyer opportunity, explore a limited group of potential buyers, or conduct a broader sell-side process.
Our team will help you understand the value of your firm, consider the available paths and determine which approach gives you the best opportunity to achieve the right fit, price, terms and transition.
Begin a Confidential Conversation
Tell us a little about your firm and what you are considering. A member of our team will contact you privately to discuss your objectives and whether our private-market process is the right fit.
Search our current accounting practice listings based on the qualities important to you.
Don’t see what you're looking for? Let us know. We'll contact you when listings that fit your criteria come along.
