Accounting Broker Acquisition Group

What Accounting Broker Acquisition Group does

Accounting Broker Acquisition Group is a privately-held boutique M&A brokerage founded in 1998 by Harry L. Olson, CPA, specializing exclusively in the promotion, marketing, and sale of accounting practices, CPA firms, and tax consulting businesses across the United States. The firm operates through six regional offices covering all 50 states and is differentiated by being the only national business brokerage of its type composed 100% of Ex-Big Four CPA brokers, including alumni of PriceWaterhouseCoopers. Its core service is representing sellers in CPA practice sales transactions, supported by proprietary methodologies branded as "Maximum Value Strategies" and "Absolute Confidentiality Protection," a proprietary database of thousands of qualified buyers, SBA and conventional financing arrangements enabling up to 100% purchase price financing, and full deal management from marketing through negotiation and closing.

The business model is transaction-based, earning brokerage commissions on closed deals — pricing per transaction is not publicly disclosed but follows standard M&A brokerage structures as either a percentage of sale price or flat fee per closed transaction. Lead generation relies on professional earned media (Journal of Accountancy features), gated content (a free report on fatal errors in CPA practice sales), and direct phone consultation through a national toll-free number. The company maintains three legal entities — the parent corporation plus Florida LLC and California corporation subsidiaries — to comply with state-specific real estate broker licensing requirements in those jurisdictions. Customers are exclusively SMB sellers: sole practitioners, small partnerships of 2-10 CPAs, and occasional larger regional firms, with each engagement being a one-time transactional event rather than a recurring relationship.

Name

Accounting Broker Acquisition Group

Legal name

Accounting Broker Acquisition Group, Inc.

Website

https://accountingbroker.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Accounting Broker Acquisition Group is a privately-held, national boutique M&A brokerage founded in 1998 that exclusively represents sellers of CPA practices, accounting firms, and tax businesses across all 50 US states using a team composed entirely of Ex-Big Four CPA brokers.

Ownership category

akta.pro rank

Product category

Business Brokerage Services

NAICS

Offices of Real Estate Agents and Brokers (5312)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Professional Practice Brokerage (Medical/Dental/Legal/Accounting) (FSAEAIAI)

akta.pro secondary industries

Sell-Side M&A Advisory (FSAEAGAA), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• CPA practice brokerage
• Accounting firm sales
• Mergers and acquisitions
• Business brokerage services
• Practice valuation

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Brokerage Commission: The company operates as a business brokerage earning commissions on successful CPA practice sales. As a national M&A consulting firm specializing in accounting practice sales, they represent sellers in promoting, marketing, and negotiating sales, with fees presumably structured as a percentage of transaction value or flat fees per closed deal.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Accounting Broker Acquisition Group is a national M&A consulting firm that acts as the exclusive broker for the sale of accounting practices, CPA firms, and tax consulting businesses in the United States. The firm matches sellers with pre-qualified buyers drawn from its proprietary database, structures and negotiates transactions, and assists buyers in securing SBA or conventional financing for up to 100% of the purchase price, with confidentiality maintained throughout via its proprietary Absolute Confidentiality Protection methods.

Product overview

Accounting Broker Acquisition Group is a boutique M&A consulting firm operating as a single integrated service platform (not a modular software product). The core offering is specialized CPA practice brokerage services, encompassing buyer/seller matching, confidential listing management, marketing, negotiation, and deal structuring. This is supported by proprietary 'Maximum Value Strategies' and 'Absolute Confidentiality Protection' methodologies, along with add-on services including SBA/conventional financing assistance, due diligence support, and exit strategy planning. The company also provides educational resources including a free report on 12 fatal errors to avoid when selling an accounting practice. All services are delivered through direct broker interactions rather than a self-service software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• CPA Practice Brokerage Services End-to-end M&A brokerage service for sole practitioners, small partnerships, and larger regional CPA firms seeking to sell their accounting practice or tax business nationwide. Includes seller representation, buyer matching, marketing plan development, and deal closure using the firm's Maximum Value Strategies methodology.
• Seller Registration and Market Analysis Confidential intake and market analysis service for CPA practice owners considering the sale of their firm, providing a free market valuation, practice benchmarking, and personalized guidance on maximizing sale value.
• Buyer Registration and Matching Confidential intake and listing-access service for qualified buyers seeking to purchase an accounting practice, providing preliminary information, financial data, and access to confidential listings upon signing a confidentiality agreement.
• SBA and Conventional Financing Assistance Standalone financing assistance service for buyers of accounting practices, leveraging the firm's network of SBA Preferred Lenders and conventional financing sources to secure financing commitments for up to 100% of the purchase price.

Quantifiable outcome

• Sellers achieve 20-40% higher sale prices compared to industry averages
• +4 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators7 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Generational Equity: Large lower-middle-market M&A advisory firm with dedicated professional services vertical; competes with ABAG on larger regional accounting firm transactions but operates a much broader industry focus.
• Sunbelt Business Brokers: One of the largest US business brokerage franchises, handling sales of small and mid-sized businesses including accounting practices; broader portfolio but overlapping CPA practice deal flow with ABAG.
• Quiet Light M&A: M&A advisory firm specializing in online businesses and professional services including accounting practices; serves similar buyer/seller profiles with a more tech-forward, marketing-driven approach than ABAG.
• VR Business Brokers / Mergers & Acquisitions: National business brokerage and M&A intermediary with multiple offices handling main-street business sales including accounting practices; competes with ABAG on a subset of deals without specializing in CPAs.

Emerging players

• BizBuySell: Largest online marketplace for buying and selling businesses in the US with a dedicated accounting practices for sale category; potential disruptor to traditional broker-mediated transactions in ABAG's niche.

Direct peers

• Succession Institute: Specializes in succession planning and practice sales for accounting firms, offering valuation, transition, and buyer matching services; competes with ABAG for retiring CPA practice owners.
• Professional Practice Brokerage: Specialist broker focused on sales of accounting, tax, and financial advisory practices; directly comparable to ABAG in target customer, transaction type, and professional practice focus.
• Cornerstone Business Services: Provides CPA practice sales, mergers, and acquisition services nationally; directly comparable in service offering and seller/buyer matching focus on accounting firms.
• Murphy Business & Financial Corporation: Established business brokerage franchise with a dedicated accounting practice sales division and national footprint; directly competes with ABAG for the same pool of retiring CPAs and small partnership sellers across the US.
• NEXIT (formerly NP Group): Specialized M&A advisor focused exclusively on accounting practice sales and tax practice transactions; competes head-to-head with ABAG in the same niche, serving both buyers and sellers of CPA firms.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/accounting-broker-acquisition-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Accounting Broker Acquisition Group