CPA & Law Firm Mergers & Acquisitions:
Annual & Cumulative Transactions & Transaction Values

Recently Released!!!
Date Published: October 24, 2016
Summary Power Point Deck: 41 Slides

Reference Power Point Deck: 584 Slides

The purpose of this research is to provide readers with a detailed 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 financial advisory 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 research.

This research addresses historical phases, 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 two related markets, including:

  • CPA Firms
  • Law Firms

And this research makes several predictions, including:

  • Number of CPA & Law Firms Mergers & Acquisitions to Increase
  • Large Regional Firms to Continue as Leading Acquirers

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.


Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Tiburon Research Orders

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.