Date Published: August 17, 2017
Summary Power Point Deck: 50 Slides
Reference Power Point Deck: 636 Slides
The purpose of this research is to provide readers with a comprehensive undserstanding of recent CPA & law firm mergers & acquistions. While this topic has become quite popular throughout the CPA & law firm industry, little reliable and consistent market data exists because many transactions take place between related parties and/or acquirers do not disclose the terms of their transactions. As a result, Tiburon’s primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a CPA or law firm, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics. Furthermore, this research compliments Tiburon's Financial Advisor Succession Planning and Financial Advisor Sale Process research. Tiburon's Financial Advisor Succession Planning research provides a step-by-step plan for planning for succession. Tiburon's Financial Advisor Sale Process research provides a step-by-step plan for selling an advisory firm. These three topics together support Tiburon's Financial Advisor Succession Planning, Acquisitions, & the Sale Process research.
This research addresses historical phases of CPA & law firm mergers & acquisitions, including:
- Big Five Phase
- Regional Firms Phase
- Aggregators Phase
This research summarizes the market growth in CPA & law firm mergers & acquisitions, and highlights the leading CPA & law firm acquirers.
This research addresses the related markets in CPA & law firm mergers & acquisitions, including:
And this research makes several predictions for CPA & law firm mergers & acquisitions, including:
- Moderate Growth in Number of CPA & Law Firms Mergers & Acquisitions
- Large Regional Firms to Continue as Leading Acquirers