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

Recently Released!!!
Date Published: July 17, 2019
Summary PowerPoint Deck: 84 Slides
Reference PowerPoint Deck: 623 Slides

The purpose of this research is to provide readers with a comprehensive understanding of recent independent advisor mergers & acquistions. While this topic has become quite popular throughout the independent advisor 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. That said, similar trends have played out across other financial advisor markets with more public data, including amongst insurance agents & third-party administrators, CPA & law firms, and real estate agents & mortgage brokers. As a result, Tiburonís 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 an independent 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 a financial 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:
  • CPA Firms
  • Law Firms
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

Subscribe to this Tiburon Research

Client Access

Tiburon CEO Summit Sponsors, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

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

Table of Contents

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.

Media Access

Tiburon Research Subscriptions


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