Florida's Premier CPA M&A Advisory

Florida's Premier M&a Firm For CPA Practices

Oldest & Largest Firm Dedicated to CPA Mergers & Acquisitions; for over 29 years, with 180 closed deals

We Wrote the Book

We Wrote the Book

The Complete Guide to M&A of CPA Firms

By Cindy Ragan
CVA, Economist

Who We Are

Ragan & Associates, PA

RAGAN & ASSOCIATES is a management consulting firm that specializes exclusively in the Mergers and Acquisitions of CPA, Tax, & Accounting Practices. Our staff members include CPAs, MBAs, MAs, and an CVA. We have represented thousands of firms throughout the United States, Florida & Canada, in the past 29 years. These transactions are highly specialized and require many areas of expertise in order to maximize value and minimize adverse legal and tax ramifications.

We pride ourselves on full-disclosure and thorough documentation; financials, assets, employees, and client relationships—to support informed, confident decisions and long-term success. Our work is underpinned by proprietary case studies across all transaction components; buy/sell agreements, operating and employment terms, consulting arrangements, and non-compete provisions. The result is creative, durable transactions that maximize value and minimize risk.

Our ongoing relationships with hundreds of firms enables us to align buyers and sellers efficiently while preserving the integrity of each party’s objectives.

What Makes Us Different

We do everything for you.

We are not just match-makers. Anyone can find a buyer or seller candidate, what’s important is executing a successful long-term transaction that stands the test of time. From finding a firm that meets our clients’ specific criteria (in addition to what we have listed), to valuing, negotiating, financing, preparing the legal documents and transitioning firms, we consistently deliver results.

We are Market Makers

The Go-To Professionals.

WE ARE THE OLDEST AND LARGEST FIRM IN FLORIDA that exclusively represents CPA and accounting practice sales. Guided by dozens of proprietary case studies, we craft complex transactions that include sophisticated negotiations of every detail, including buy/sell agreements, operating, employment, consulting and non-compete agreements that are creative, realistic and enduring. It’s the back-end of the transaction that has earned us our reputation as the “Go-To Professionals”.

We have developed a Proprietary Database of 90,000 firms with whom we have relationships. We have our finger on the pulse of the market.

CPA Listings

Current Opportunities

COMING SOON

Tampa

AVAILABLE

Naples

COMING SOON

Sunrise

Why Clients Choose Us

FICPA Keynote

The Changing Landscape of M&A in the Accounting Industry

Market Trends

CPA firms are in unprecedented demand.

Today’s CPA marketplace is more competitive than ever. From traditional accounting firms to rapidly expanding private equity groups, demand for quality CPA practices continues to accelerate. We are approached daily by highly qualified buyers seeking suitable acquisition opportunities.

Confidential. Senior-level. White-glove.

Ready to discuss your practice?

Every conversation begins with discretion and ends with a clear plan. Speak directly with Cindy Ragan, CVA.

From Blog

Many of our competitors promise their clients all cash deals. But we have found that those are the worst M&A transactions for long-term success, for both parties.

If the Seller gets all cash at closing then he/she has no incentive to carefully transition the clients over time, and it takes time. Instead, they are off sipping martinis, believing they got the best deal ever, only to find themselves in court a year later.

Once the Buyer realizes that he/she is not going to get all of the clients/revenue that they paid for, they litigate. And a majority of the clients won’t transfer without Seller involvement, so attrition will be high.

We know this because they call us as expert witnesses. In addition, all cash deals get lower multiples because all of the risk is with the Buyer, so they pay less.

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