acquire a firm
Your offer closes in
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Most people trying to buy an accounting firm are figuring it out by themselves, from the outside, with nobody to call when the broker pushes back. The people in this room are closing deals. One after another after another.
One ecosystem, start to finish. Acquiring the firm, then scaling it. Tax advisory and tax resolution. AI you can actually put to work. Attorneys, lenders, and the negotiation skills that get a deal signed. You never have to go anywhere else for any of it.
Gold is included the day you join. Blue is what we run for you at member rates. Click anything on the map.
Detail
No upsells inside. This is the whole thing, the day you join.
Members walk through their live deals on screen. Not theory. The actual offer, the actual seller, the actual sticking point.
Locked another LOI. Close it, and that is his third firm in two years.
Picked up the phone, worked a cold list, and already has a firm on the hook.
Made his seller a promise he swore he would never break, then raised prices anyway.
Her seller had three other offers on the table and turned down every single one to work with her.
Signed her very first LOI.
This was not a special week. This is every week.
Membership gets you everything in the gold ring, and it is the whole thing. No upsells inside the room.
But there is a point where you stop needing material and start needing me. You have a live seller, a real number on the table, and a broker pushing back. That is Private Advisory, and it is a separate engagement on top of your membership.
I am telling you up front so it is never a surprise later. Members pay a discounted rate, and the discount gets bigger when you fund the deal through one of our preferred SBA lenders.
It’s accrual world ;)
But we are better together
CJ Silvas, CPA