RSSL Mergers
FOR CPA FIRM OWNERS

Thinking about retirement or an exit? You don't have to figure out the sale alone.

Selling your accounting firm can feel overwhelming, especially when you've spent decades building it.

RSSL Mergers helps you understand your options, prepare your firm for buyers, organize the information they will need and connect with the right potential acquirers, while keeping you in control of the process.

And because RSSL Mergers is buyer-led, sellers do not pay RSSL Mergers a transaction fee.

Your path forward5 steps
  1. 1Explore Your Options
  2. 2Prepare
  3. 3Meet Buyers
  4. 4Choose
  5. 5Close

How RSSL Mergers Helps

A clearer path from thinking about a sale to closing.

01

Understand where you stand

We help you look at your team, clients, financials and what buyers are likely to care about.

02

Get prepared

We help you gather and organize the information buyers typically request.

03

Review interested buyers

See which buyers are interested in your firm and decide which conversations you want to pursue.

04

We stay with you

From first conversation through LOI, due diligence and closing, RSSL Mergers helps keep things moving.

Your RSSL Mergers Seller Workspace

Everything in one place.

A simple place to keep your firm information and due diligence documents organized, stay informed about interested buyers and follow the progress of your sale.

My Firm

Keep the information buyers need about your practice up to date.

  • Succession planning
  • Team
  • Clients
  • Financials

My Documents

See what has been prepared, what is still needed and who has access.

  • Financial statements
  • Client list
  • Team bios
  • Engagement letters
  • Lease agreements

Interested Buyers

Stay informed about buyers interested in your firm and where conversations stand.

  • Southeast CPA GroupInterested
  • Mountain West PartnersReviewing
  • Lakeshore CapitalIntroductory call

Seller Due Diligence

Be ready when an interested buyer asks for more.

Preparing for due diligence can be very time-consuming when you don't have the right help. RSSL Mergers helps you gather, organize and prepare the information buyers typically ask for, so you are not scrambling once a serious conversation starts.

We help you build a seller-ready due diligence package that you can review and manage, with controlled access for interested buyers when you are ready.

Typical areas buyers will want to review include:

Due Diligence WorkspaceSeller-Ready Due Diligence
Financials & Adjustments

Financial statements, tax returns, normalization items and owner-related adjustments.

Client & Revenue Mix

Client concentration, recurring revenue, service mix and retention.

Team & Partners

Partner roles, staff structure, compensation and transition plans.

Contracts & Commitments

Leases, major agreements, obligations and other commitments.

Operations & Systems

Technology, workflow, billing, processes and operational dependencies.

Seller Access
Full control

You can review and manage what has been prepared.

Controlled Buyer Access
By invitation only

Shared only when you are comfortable moving forward with a buyer.

RSSL Mergers helps keep the process organized.

We work with you to identify what is missing, help prepare the information buyers will need and keep the diligence process moving as buyer conversations become more serious.

You Stay In Control

Your firm. Your information. Your decision.

Your firm is not broadly marketed without your knowledge. RSSL Mergers keeps you informed before detailed information is shared with any interested buyer, and you remain in control of which conversations move forward.

Private from the start

Your firm is not broadly shown to the market without your knowledge.

Buyer access is controlled

Detailed information is shared carefully and only as conversations progress.

You choose what happens next

An introduction does not mean you have to proceed with a buyer.

RSSL Mergers supports the process. You remain in control of access, timing and next steps.

Why RSSL Mergers

We already work with the buyers.

RSSL Mergers is buyer-led. We already work with accounting firms, strategic acquirers, investors and capital partners actively looking for CPA firm acquisitions across Canada and the United States.

We're CPAs ourselves, so we understand the business you've built and the questions that come with deciding what happens next.

You are not starting from zero. We help you identify the right buyers, make the introductions and support the process as interest develops.

Sellers do not pay RSSL Mergers a transaction fee.

You don't need to be ready to sell to start the conversation.

Whether you're planning for retirement, considering an exit or simply wondering what your options might be, RSSL Mergers can help you understand what comes next.

Confidential conversation. No seller transaction fee.