Mergers & Acquisitions
Mergers & Acquisitions
Grow your firm by merging with GROCO.
As with most firms, the best way to get to know GROCO is to read our web site. On the right hand side you can click on the word “Brochure” to get a fairly concise overview of the firm. The more one browses, hopefully, the more you’ll like GROCO.
The ideal merger candidate for us is a firm with one to three partners with a small existing staff that does primarily tax work on high net worth individuals with at least one other specialty such as estate planning, forensic accounting, audit, business valuations, etc. They want to grow and are looking for a way to leverage GROCO to assist in that growth.
For our part, we provide benefits, infrastructure and take care of all of the tedious aspects of running a CPA firm so you can concentrate on growing your practice, personal financial gain and doing what makes you truly happy. We also bring substantial expertise and resources to bear on your behalf. Over time, merger candidates will make substantially more money than what they would make selling their practice for even 1.2 times book, but with less stress and a far better work-life balance, including independence.
In some cases, merging with GROCO makes sense as an excellent succession strategy for CPA’s that have no idea when they might want to retire; we actually want the merging CPA to both stay and be happy.
For a lot of reasons we are an exciting and wonderful firm, we are enjoying 15% organic growth this year. If you click on the “Recognitions” button on the top right corner of our web site you’ll see that we won the “Best Place to Work” award and many other recognitions, such as the top 25 best managed CPA firm in the country by Inside Public Accounting Magazine, etc.
We hope you found this article about “Mergers & Acquisitions” helpful. If you have questions or need expert tax or family office advice that’s refreshingly objective (we never sell investments), please contact us or visit our Family office page or our website at www.GROCO.com. Unfortunately, we no longer give advice to other tax professionals gratis.
To receive our free newsletter, contact us here.
Subscribe our YouTube Channel for more updates.
Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of GROCO.com. GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.
Alan L. Olsen, CPA, Wikipedia Bio
GROCO.com is a proud sponsor of The American Dreams Show.
The American Dreams show was the brainchild of Alan Olsen, CPA, MBA. It was originally created to fill a specific need; often inexperienced entrepreneurs lacked basic information about raising capital and how to successfully start a business.
Alan sincerely wanted to respond to the many requests from aspiring entrepreneurs asking for the information and introductions they needed. But he had to find a way to help in which his venture capital clients and friends would not mind.
The American Dreams show became the solution, first as a radio show and now with YouTube videos as well. Always respectful of interview guest’s time, he’s able to give access to individuals information and inspiration previously inaccessible to the first-time entrepreneurs who need it most.
They can listen to venture capitalists and successful business people explain first-hand, how they got to where they are, how to start a company, how to overcome challenges, how they see the future evolving, opportunities, work-life balance and so much more..
American Dreams discusses many topics from some of the world’s most successful individuals about their secrets to life’s success. Topics from guest have included:
Creating purpose in life / Building a foundation for their life / Solving problems / Finding fulfillment through philanthropy and service / Becoming self-reliant / Enhancing effective leadership / Balancing family and work…
MyPaths.com (Also sponsored by GROCO) provides free access to content and world-class entrepreneurs, influencers and thought leaders’ personal success stories. To help you find your path in life to true, sustainable success & happiness. It’s mission statement:
In an increasingly complex and difficult world, we hope to help you find your personal path in life and build a strong foundation by learning how others found success and happiness. True and sustainable success and happiness are different for each one of us but possible, often despite significant challenges.
Our mission at MyPaths.com is to provide resources and firsthand accounts of how others found their paths in life, so you can do the same.
Simple Ways to Build a Better Tax Plan
Simple Ways to Build a Better Tax Plan Does it seem possible that more than two months have already passed since the 2017 tax season ended? That means the 2018 tax season is not that far away, and now is a good time to make your tax plan for this year’s return. Tax plans come…
Will One of Trump’s Top Tax Breaks Get the Axe?
As the new president and his administration continue to tout their big plans for a major tax overhaul in the U.S., it remains to be seen if the proposals will get passed in the House and Senate. While both branches of government are all for tax code reform, there are still differences that must be…
The Best Dining Experiences Around the Globe
The Best Dining Experiences Around the Globe Looking for some of the best dining experiences from around the world? Obviously, this list will not include any of your standard chain restaurants that serve burgers and chicken wings, not that there’s anything wrong with those options. However, for those with a more distinguished food palate and…
Is There Still Time to File My 2016 Taxes?
Is There Still Time to File My 2016 Taxes? The tax deadline this year has obviously passed, and most people have pushed the subject of taxes to the furthest part of their minds. However, for those who still haven’t filed a return, the tax season continues. That begs the question: is there still time to…