CPA Buyer combines transaction advisory, buyer development, process management, and a structured operating system so the owner is not left coordinating every person, file, decision, and deadline alone.
Review financial records, normalize earnings, identify concentration and transferability issues, and prepare an owner for the questions serious buyers will ask.
Translate the business into an anonymous market profile and a controlled information package that explains the firm without overexposing it.
Review buyers, clarify criteria, evaluate funding and experience, identify potential fit, and help the seller focus on the buyers most worth engaging.
Compare the full economics and execution risk of each proposal, prepare negotiation priorities, and help the owner understand the tradeoffs before signing an LOI.
Organize requests, manage document flow, track open issues, coordinate advisors, and keep the process from losing momentum or overwhelming the owner.
Coordinate final readiness, closing dependencies, employee and client communication, owner responsibilities, and the practical handoff after the transaction.
CPA Buyer coordinates the transaction, but legal, tax, accounting, lending, securities, escrow, and other regulated services are handled only through appropriately qualified providers under their own engagements.
LOI, definitive documents, legal diligence, employment matters, restrictive covenants, and closing documents.
Quality of earnings, tax structure, allocation, reporting, compliance, and other financial matters.
Credit review, lending terms, underwriting, approvals, and funding conditions.
Funds flow, closing administration, document completion, and settlement support.
The standard seller engagement is success-fee based. The final fee depends on the size and complexity of the transaction and the work CPA Buyer is asked to perform.
No cost and no obligation.
Scope, success fee, exclusivity, termination, and any approved expenses are documented before work begins.
The agreed success fee becomes due when the transaction closes.
No success fee under the standard model. Any separately approved third-party expense is handled according to the engagement.
Whether you are years from a transition or actively evaluating an opportunity, the first step is private, practical, and free of obligation.