Recently Released!!!
Date Published: February 14, 2023
Summary PowerPoint Deck: 252 Slides
Reference PowerPoint Deck: 1,395 Slides

The purpose of this research is to provide readers with a comprehensive understanding of recent CPA & law firm mergers & acquistions. 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; other reports exist for fee-based financial advisors (RIAs), independent reps, life & health insurance agents, property & casualty insurance agents, real estate agents, & mortgage brokers. 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' variables & valuation metrics, highlights the leading transactions, and highlights the leading CPA & law firm acquirers.

This research addresses the related markets of CPA & law firm mergers & acquisitions, including:

• CPA Firms
• Law Firms

And this research makes several future predictions for CPA & law firm mergers & acquisitions, including:

• Substantial Growth in Number of CPA & Law Firm Mergers & Acquisitions
• CPA Firms to be in Highest Demand
• Large Regional Firms to Continue as Leading Acquirers