Considering an Exit From Your Accounting or CPA Firm?
No public listing. No broker outreach. Your partners, staff, and clients never find out. Well-capitalized buyers are paying premiums for established firms right now. See what yours is worth, on your timeline, at no cost.
$100M+ in accounting firm exits · 4,000+ vetted acquirers.
What others are saying
"SourceCo took the time to understand our criteria, matched us with the right buyer at the valuation we wanted, and closed the deal quickly."
- Charanjit Dhillon Merchant Accounting Services
Why Choose SourceCo?
Accounting Sector Expertise: Specializes in accounting and tax firm M&A with over $100M in deals closed, understanding firm valuation and closing buyers.
100% Confidential: No public listings, no broker blasts. Your partners, staff, clients, and referral sources never find out. You remain anonymous until you choose to engage with a specific acquirer.
4,000+ Vetted Acquirers: Our network includes active, financially-backed acquirers, PE-backed accounting platforms, regional firms, and family offices actively looking to acquire practices like yours. You don't go searching. We bring the right buyers to you.
No Obligation, No Cost: Get a valuation, explore your options, and decide on your own timeline. No contracts, no commitments, no pressure. If it doesn't make sense, walk away.
How We Operate
We Understand Accounting Firm Owners:
We understand what it took to build your practice. The book of business you've grown over decades, the staff you've trained, the clients who trust you with their most important financial decisions. When we match you with an acquirer, those things matter. We only introduce you to firms who understand what you've built and are committed to protecting it.
We Match Privately and Confidently, Not a Broker:
Unlike traditional brokers, we don't list your firm publicly or run an auction. We use AI and proprietary data to match you directly with vetted acquirers whose growth strategy aligns with your firm, your client base, your service mix, your geography, and your goals for your team and partners.
You Stay in Control During The Proccess:
After a short, confidential intake, we show you what serious acquirers would offer. You decide whether to start a conversation or keep the information for later. Every step is handled with discretion, and you move at your own pace, no timelines, no pressure.
How It Works
Day One: 90-second intake
form
Complete a short, confidential form. No documents, no financials, no prep required. Just the basics about your practice and what you're thinking about for the future.
Within 48 hours: Discovery call with our team
Our team will reach out and schedule a time within 48 hours to understand exactly what you want from a transaction, structure, timing, role post-close, and goals for your team and partners.
72 hours after your intro call: Qualified buyers presented
We present qualified buyers from our network who align with your criteria and are ready to have a conversation. You stay anonymous until you choose to engage.
Ready to get started?