Buying a firm can transform your business, but only if you know how to find the right deal, pay the right price, and integrate it for growth.
In this comprehensive 14-module course, Chris Stamos - Senior Partner at Stamos & Stamos and author of How to Build a Multi-Million Dollar Accounting Firm by Buying Out Your Retiring Competitors - walks you through the exact process he’s used to grow his own firm through seven successful acquisitions.
You’ll learn how to:
✅ Identify and approach the right sellers before they hit the open market
✅ Evaluate firm valuations and secure financing (even with $0 upfront)
✅ Navigate due diligence, negotiate effectively, and structure deals to protect your investment
✅ Retain clients and staff post-acquisition while integrating systems for scale
✅ Avoid the costly mistakes most buyers make
Course Modules:
UNIT 1 – Reasons to Buy an Accounting and Tax Practice
UNIT 2 – Why ROI Is So High When You Buy an Accounting Firm
UNIT 3 – How Much Should You Pay?
UNIT 4 – Financing Your Acquisition (Even With $0 Upfront)
UNIT 5 – Choosing the Right Size Firm
UNIT 6 – How to Find Sellers
UNIT 7 – Sorting Out the Seller
UNIT 8 – The Letter of Intent (LOI) & Due Diligence
UNIT 9 – Making the Offer
UNIT 10 – Retaining Staff Post-Acquisition
UNIT 11 – What to Do if Clients Don’t Like You (or You Don’t Like Them)
UNIT 12 – Upselling Clients for More Value and Better Service
UNIT 13 – Onboarding New Clients Successfully
UNIT 14 – Final Course Summary & Next Steps
Every lesson is backed by real-world experience and practical examples — no theory, no fluff. Whether you’re making your first acquisition or your third, you’ll have a step-by-step blueprint to follow at your own pace.
This isn’t just about buying a firm — it’s about buying the right firm and building it into your next stage of growth.
⚡ Limited-Time Pricing!
Enroll today to secure your spot at our special reduced rate and start your acquisition journey with proven guidance.