By Don Imbus, MBA, CBI® | Business Broker & Founder of The BizBrokerGuru
When it comes to business transitions—wh
ether it’s buying, selling, or planning for future exits—CPAs are among the first professionals business owners turn to. That’s why collaboration between CPAs and experienced business brokers like myself can unlock tremendous value for both clients and CPA practices alike.
Why Work with a Business Broker?
As a Certified Business Intermediary (CBI®) and seasoned business broker, I specialize in managing every aspect of a business sale—from valuation and marketing to due diligence and closing. With over $18 million in closed transactions since 2018, I understand how to position a business for maximum value and guide both buyers and sellers through complex deals with clarity.
How CPA Firms Benefit from Collaboration
1. Increase Revenue from Existing Clients
If your clients are growth-minded and financially capable, business acquisition is one of the fastest paths to expansion. Refer them to me for acquisition opportunities, and your firm can benefit from one-time and recurring billing as a result of the transaction.
2. Earn Referral Fees
If you hold a Florida Real Estate Broker’s License, you can earn referral fees for any buyer or seller who completes a transaction through my services.
3. Gain New Clients
Buyers and sellers often need new CPAs. As I guide them through acquisition or sale, I refer them to trusted professionals—opening doors for your firm to gain new business clients.
4. Retain Clients Post-Sale
Working together can ensure that even after a business changes hands, the new ownership retains your services—helping you maintain continuity in your client base.
A Win-Win Partnership
Whether your clients are preparing for exit, navigating an acquisition, or simply exploring their next business move, I offer tools like valuation benchmarking, red/yellow flag assessments, and strategic planning. My goal? A seamless transaction and ongoing support—while helping grow your CPA practice.
Let’s discuss how we can create mutual value.
Visit www.BizBrokerGuru.com or reach out to collaborate.
