How To Buy a CPA Firm in 2025 | Ryan Bakke episode artwork

EPISODE · Jul 28, 2025 · 36 MIN

How To Buy a CPA Firm in 2025 | Ryan Bakke

from Scale Your Accounting Firm with Peter Vander Wall · host Peter Vander Wall

How to successfully outsource your marketing: https://socialclubstudios.com/yt-libIn this video, I walk you through the entire process — from identifying a CPA firm worth buying, to negotiating terms, funding the deal, and scaling the business post-acquisition. Whether you’re looking to skip the startup grind or you’re a seasoned accountant ready to grow through acquisition, this video breaks it all down step by step.✅ Learn how to evaluate a firm beyond the P&L✅ Understand the difference between seller-financing, SBA loans, and cash deals✅ Know what questions to ask during due diligence✅ Avoid common pitfalls in small firm acquisitions✅ Get practical insight on how to integrate and retain clients post-closeThis isn’t theory. It’s based on real-world deals and what’s working right now for buyers of bookkeeping, tax, and accounting practices.Connect with me on other platforms:Instagram: https://www.instagram.com/petervndr/Facebook: https://www.facebook.com/petervndr/LinkedIn: https://www.linkedin.com/in/petervanderwall/YouTube: https://www.youtube.com/@petervndrNewsletter: https://socialclubstudios.com/newsletterhow to buy a cpa firm, buy an accounting practice, accounting firm acquisition, buy a bookkeeping business, how to buy a tax firm, cpa firm for sale 2025, small firm acquisition tips, accounting practice broker, accounting firm deal structure, due diligence for accounting firm, cpa firm purchase agreement, buying a cpa firm with sba loan, accounting practice M&A

How to successfully outsource your marketing: https://socialclubstudios.com/yt-libIn this video, I walk you through the entire process — from identifying a CPA firm worth buying, to negotiating terms, funding the deal, and scaling the business post-acquisition. Whether you’re looking to skip the startup grind or you’re a seasoned accountant ready to grow through acquisition, this video breaks it all down step by step.✅ Learn how to evaluate a firm beyond the P&L✅ Understand the difference between seller-financing, SBA loans, and cash deals✅ Know what questions to ask during due diligence✅ Avoid common pitfalls in small firm acquisitions✅ Get practical insight on how to integrate and retain clients post-closeThis isn’t theory. It’s based on real-world deals and what’s working right now for buyers of bookkeeping, tax, and accounting practices.Connect with me on other platforms:Instagram: https://www.instagram.com/petervndr/Facebook: https://www.facebook.com/petervndr/LinkedIn: https://www.linkedin.com/in/petervanderwall/YouTube: https://www.youtube.com/@petervndrNewsletter: https://socialclubstudios.com/newsletterhow to buy a cpa firm, buy an accounting practice, accounting firm acquisition, buy a bookkeeping business, how to buy a tax firm, cpa firm for sale 2025, small firm acquisition tips, accounting practice broker, accounting firm deal structure, due diligence for accounting firm, cpa firm purchase agreement, buying a cpa firm with sba loan, accounting practice M&A

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How To Buy a CPA Firm in 2025 | Ryan Bakke

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How long is this episode of Scale Your Accounting Firm with Peter Vander Wall?

This episode is 36 minutes long.

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This episode was published on July 28, 2025.

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How to successfully outsource your marketing: https://socialclubstudios.com/yt-libIn this video, I walk you through the entire process — from identifying a CPA firm worth buying, to negotiating terms, funding the deal, and scaling the business...

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