Accounting & CPA Firms
Mergers & Acquisitions for Accounting & CPA Firms
$500K – $50M designed for accounting & cpa firms businesses. Pre-qualify in 60 seconds. Funding in as little as 3–6 weeks.
No Credit Impact
3–6 weeks
97% Approval
Accounting & CPA Firms Funding Challenges
- Revenue peaks in tax season and drops significantly off-season
- Seasonal hiring requires capital months before revenue arrives
- Software licensing costs increase annually
- Banks evaluate CPA firms on off-season cash flow, not annual revenue
- Practice acquisitions require significant upfront capital
How Mergers & Acquisitions Helps
Business acquisition financing
SBA 7(a) eligible
Seller note structuring
No industry restrictions
Tailored for accounting & cpa firms businesses
How Accounting & CPA Firms Businesses Use Mergers & Acquisitions
Seasonal staff hiring for tax preparation season
Practice management and tax software upgrades
Office expansion and leasehold improvements
Marketing and client acquisition campaigns
Practice acquisitions and partner buyouts
“We needed $100K in November to hire 6 seasonal preparers and upgrade to a new cloud-based tax platform before the January rush. Slate funded us quickly and we handled 40% more returns that season.”
Lisa Moretti, CPA
Moretti & Associates CPAs, Philadelphia PA - Funded $100,000
Get Mergers & Acquisitions for Your Accounting & CPA Firms Business
$500K – $50M. Funding in 3–6 weeks. Zero credit impact to pre-qualify.
Apply Now - Free