Acquisition Opportunities
Ready to retire? Protect your legacy and ensure your clients are cared for — without sacrificing the value you've built over decades.
Have you been working as an accountant for the last few decades and are ready to retire?
Does your firm have an established succession plan in place?
Are you worried what will happen to your hard earned clients and brand credibility?
Is your firm struggling to attract or retain new talent?
If any of these questions keep you up at night, we have a solution!
Our Acquisition Approach
Alka Financial seeks to fully acquire accounting firms nationwide. These firms should have an annual revenue of $300,000-$1M, a few employees, and retiring leadership. The partners of this firm must be willing to be acquired via earnout.
We will put approximately 15-25% down, and pay the remaining 85-75% in the form of an annual salary over 3-5 years. The sellers must be willing to assist with the transition for approximately 2 years, where they will receive additional discretionary bonuses for reducing churn, employee turnover, and demonstrate a commitment to the long-term success of the acquisition.
This structure is designed to honor your work, reward your continued involvement, and protect the client relationships you've spent years building.
Thinking of Selling Your Firm? Here's What You'll Want to Know
Considering a merger or acquisition with Alka Financial? Below are some of the most common questions accounting firm owners ask when exploring a potential sale or partnership.
Financial & Valuation
How will my firm be valued?
We typically use a blended approach based on revenue multiples, EBITDA, and client retention history. Factors like recurring work, niche specialization, and long-term contracts influence valuation.
What is the typical payment structure?
Most deals include an upfront payment and an earnout tied to client retention or revenue benchmarks over 12–24 months.
Will you assume my firm's debts or lease obligations?
Each transaction is structured differently. We review existing liabilities and determine whether assumption or payoff is more efficient during due diligence.
Do I need to provide financing for part of the sale?
Seller financing is possible but not required. We aim to structure deals that meet both liquidity and continuity goals.
Operations & Integration
How will our systems and software integrate?
Alka Financial uses cloud-based platforms like QuickBooks, TaxDome, and Asana. We handle migration and training to maintain workflow continuity.
What happens to my staff and contractors?
We value your team's expertise. Many transition into our "Expert Network," continuing their work as independent contractors under our collaborative model.
Will my firm's name or brand disappear?
We often co-brand during transition phases to preserve client trust before full integration into the Alka Financial identity.
How do you handle clients during the transition?
Client communication is carefully coordinated. We draft joint letters and outreach plans to ensure transparency and smooth handoffs.
Cultural & Strategic Fit
Why are you interested in acquiring my firm?
We look for firms that share our values of integrity, innovation, and client impact — especially those serving small businesses or niche sectors.
What is your long-term vision?
To build a network of hybrid financial experts that combine technology, personalized service, and community impact across regions.
How do you define success post-merger?
Client retention, staff satisfaction, and measurable growth in service capability are our top benchmarks.
Legal & Compliance
What does your due diligence process look like?
We review financial statements, client contracts, tax returns, and staff agreements to ensure transparency on both sides.
Will I have to sign a non-compete or non-solicit?
Typically, yes — reasonable in duration and geography, designed to protect clients while respecting your career freedom.
What kind of purchase agreement do you use?
Most transactions are structured as asset purchases, though we consider stock or merger agreements when appropriate.
Transition & Future Role
Will I stay involved after the sale?
Many sellers remain as consultants or transition advisors for 6–12 months, ensuring client and team stability.
Can I retain ownership or equity?
Yes, in select deals. Some sellers choose to roll a portion of equity into the new entity for long-term upside.
How long is the transition period?
Typically 6–18 months, depending on client size, service complexity, and technology migration needs.
Client & Relationship
Will clients still contact me directly?
Yes, during the transition period. Over time, communications shift to Alka Financial's systems for consistency and compliance.
Will client pricing change?
We review all pricing structures but generally maintain existing fees during the initial transition to avoid disruption.
How do you measure client retention after acquisition?
We track retention rates over 12, 24, and 36 months, tying part of the earnout to client satisfaction metrics.
Still Have Questions?
Let's have a confidential conversation about your firm, your goals, and whether an acquisition partnership makes sense for you.