Grow by acquisition: an established client base from day one.
Buying a practice is the fastest way to add clients, revenue and staff. Register once and we'll bring you vetted opportunities that match your criteria, free of charge.
Better deal flow, less guesswork
First look
Registered buyers hear about new practices before they're posted publicly.
Verified profiles
Revenue, client counts, service mix and fees, reviewed before you see them.
Financing help
Introductions to lenders who work on professional-practice acquisitions, including SBA 7(a) loans.
Smooth transition
Every deal includes a seller-supported handoff plan to protect client retention.
How buying works
A structured process that protects sellers' confidentiality and gives you what you need to make a confident offer.
Register your criteria
Tell us your location, size, services and budget. It takes about three minutes.
Review blind listings
Get alerts for matching practices, with key metrics and no identifying details.
Sign the NDA
Receive the full practice profile, financials and the seller's goals.
Meet & make an offer
Talk with the seller, then submit a letter of intent. We help you structure it.
Diligence, close & transition
Verify the details, sign the purchase agreement, and take over with the seller's support.
What makes a winning buyer
Sellers care who takes over their clients as much as they care about price. Strong buyers come prepared.
- Relevant credentials and experienceCPA, EA or an established firm that can serve the clients well.
- A financing planProof of funds or lender pre-qualification before you make an offer.
- Capacity and a planThe staff, systems and time to absorb new clients during tax season.
- The same approach to serviceSimilar service levels, fees and client communication.
Register as a buyer
Share your criteria and we'll alert you as soon as a matching practice is ready. Your information is kept confidential and only used to match you with listings.
Confidentiality goes both ways
Expect to sign an NDA before receiving identifying details on any practice.
Groups & investors welcome
Multi-office firms and investors buying several practices can register too.
Questions from buyers
Do buyers pay a fee?
No. Registering, receiving listings, and working with us through closing is free for buyers. The seller pays our fee.
How do I get details on a listing?
Register as a buyer, then request the listing. We'll send a non-disclosure agreement. Once it's signed and we've confirmed you qualify, you'll receive the full practice profile: financials, client demographics, service mix, software, staff, and the seller's goals.
Can I finance an acquisition?
Yes. Many buyers use SBA 7(a) loans, which can cover a large share of the purchase price for qualified buyers. Seller financing and retention-based terms are also common. We can introduce you to lenders who work with professional-practice acquisitions.
What do sellers look for in a buyer?
Credentials and experience, the capacity to serve the clients well, the same approach to service and fees, and a credible financing plan. A clear buyer profile and proof of funds or lender pre-qualification will make your offer much stronger.