Maximize net after-tax cash when you sell your accounting practice.
We quietly and confidentially create buyer competition.
More buyers, more offers, more options, and elite results.
Here’s what you can expect when you work with us:
Confidentiality
Industry Expertise: Sunbelt Business Advisors and True North Mergers & Acquisitions closed over 50 transactions in the accounting and tax industries since 2020.
A Complimentary Value Range that outlines a market-based sale price and transaction structure including to-be-sold and excluded assets.
A Marketing process designed to drive multiple written offers from qualified buyers This outlines a market-based sale price and transaction structure including to-be-sold and excluded assets.
- Create marketing materials including NDA, business narrative and financial summaries.
- Buyer Financing – Some buyers have their own financing but many do not. Sunbelt Business Advisors and True North Mergers & Acquisitions proactively selects a bank lender for each transaction. Most accounting firm sales are bankable, which then results in more net-after-tax cash to Seller’s at closing.
- Buyers compete in a professional, time-based process. The goal is to obtain multiple written offers that comprehensively define the material economics of the transaction, then to close the sale based on those economics.
- Real Estate – Whether the real estate is owned by an affiliate or an unrelated third-party, the buyer of the business may need to control the real estate. We discuss options.
- 90 Day Guaranty – We guarantee you that we will generate 10 buyer inquiries for your business in the first 90 days of marketing. If we do not, you can terminate your agreement, no questions asked. No other broker makes this promise.
Clear communication throughout the sale-to-closing process. We streamline this complicated process through proactive decision-making and timely, intelligent work. Once we have an offer, we:
- Work with Sellers through buyers due diligence investigation.
- Work with Seller’s attorney to close the transaction.
CONTACT A SUNBELT BUSINESS ADVISOR INDUSTRY EXPERT
Matt Sobieski
Managing Director – Accounting Practice Sales
Business Broker
Matt began his career at local and regional CPA firms in the Twin Cities before building-and successfully selling-his tax and accounting practice. Today, he leads Accounting Practice Sales at Sunbelt, where he helps firm owners unlock the full value of their life’s work and exit on their own terms.
You can learn more about Matt here.
Dan Mulvaney
M&A Advisor
CPA (Inactive), MBA
Dan began his career at a Big 8 accounting firm in Minneapolis and has worked 40+ years with CPAs, in public and private for-profit business roles as well as an advisor in investment banking, business brokerage, and real estate. He has over 20 years with Sunbelt/TNMA and is one of the firm’s top advisors.
You can learn more about Dan here.
Minnesota’s largest seller of companies
Recently Sold Accounting Practices
NE Outer Suburb CPA Firm
- One time showing
- Buyer was able to negotiate a fair price and closing before tax season
St Paul CPA Firm
- 24 showings, several buyer/seller meetings
- 2 offers
- Wealth Management buyer looking to add accounting services
North West Suburb Accounting Practice
- 16 showings
- Full price offer
- Buyer was looking to expand
West Metro Tax Business
- Quiet listing. Never launched advertising but presented listing to a select 4 Buyers
- Full price offer
Metro Tax Firm
- 71 interested buyers
- Sold above asking price
- Sold with real estate
High Margin Client Book
- 32 interested buyers
- Full price offer
- Sold in 6 months
NW Suburb CPA Firm
- Sold in 6 months
- Full price offer
Western WI CPA Firm
- Sold in less than 2 months!
east Metro CPA Firm
- 79 interested buyers
- Full price offer
Sunbelt Business Advisors is a proud member of the Financial Planning Association of Minnesota and the Minnesota Society of CPAs
