South Florida Tax & Advisory
Established 30+ years. Tax/advisory mix, strong recurring revenue.
Florida's Premier CPA M&A Advisory
FLORIDA'S PREMIER M&A FIRM FOR CPA PRACTICES
Creative Acquisition and Exit Strategies — Top Multiples & Down Payments — Transactions that Pay for Themselves
We Wrote the Book
Who We Are
Ragan & Associates, PA
RAGAN & ASSOCIATES is a management consulting firm that specializes exclusively in the Mergers and Acquisitions of CPA, Tax, & Accounting Practices. Our staff members include CPAs, MBAs, MAs, and an CVA. We have represented thousands of firms throughout the United States, Florida & Canada, in the past 20 years. These transactions are highly specialized and require many areas of expertise in order to maximize value and minimize adverse legal and tax ramifications.
We pride ourselves on full-disclosure and thorough documentation; financials, assets, employees, and client relationships—to support informed, confident decisions and long-term success. Our work is underpinned by proprietary case studies across all transaction components; buy/sell agreements, operating and employment terms, consulting arrangements, and non-compete provisions. The result is creative, durable transactions that maximize value and minimize risk.
Our ongoing relationships with hundreds of firms enables us to align buyers and sellers efficiently while preserving the integrity of each party's objectives.
What Makes Us Different
We do everything for you.
We are not just match-makers. Anyone can find a buyer or seller candidate, what's important is executing a successful long-term transaction that stands the test of time. From finding a firm that meets our clients' specific criteria (in addition to what we have listed), to valuing, negotiating, financing, preparing the legal documents and transitioning firms, we consistently deliver results.
We are Market Makers
The Go-To Professionals.
WE ARE THE OLDEST AND LARGEST FIRM IN FLORIDA that exclusively represents CPA and accounting practice sales. Guided by dozens of proprietary case studies, we craft complex transactions that include sophisticated negotiations of every detail, including buy/sell agreements, operating, employment, consulting and non-compete agreements that are creative, realistic and enduring. It's the back-end of the transaction that has earned us our reputation as the "Go-To Professionals".
We have developed a Proprietary Database of 90,000 firms with whom we have relationships. We have our finger on the pulse of the market.
CPA Listings
Current Opportunities
Tampa Bay Multi-Partner Firm
Three-partner firm; PE-backed acquirer. Closed Q1.
Central Florida Specialty Tax
Niche tax credit & incentive practice. Owner committed to long transition.
FICPA Keynote
The Changing Landscape of M&A in the Accounting Industry
Market Trends
CPA firms are in unprecedented demand.
Today's CPA marketplace is more competitive than ever. From traditional accounting firms to rapidly expanding private equity groups, demand for quality CPA practices continues to accelerate. We are approached daily by highly qualified buyers seeking suitable acquisition opportunities.
Why Clients Choose Us
Five commitments to every transaction.
A Global Approach, with a Local Touch
Reputation of Honest Dealing
End to End Execution
Valuations Based on Real Data
White Glove Service
Confidential. Senior-level. White-glove.
Ready to discuss your practice?
Every conversation begins with discretion and ends with a clear plan. Speak directly with Cindy Ragan, CVA.