CPA Firm Acquisition Calculator

Evaluate CPA firms as acquisition targets. Upload your client data to calculate an attractiveness score, Fair Market Value, and detect red flags.

How to use:

  1. Download the sample template and fill in your client data
  2. Upload your completed Excel file and enter your email address
  3. Click "Analyze Firm" to see results instantly on screen
  4. A detailed Excel report will be emailed to you automatically
Template

Required Excel Columns

  • Client Name – Name or ID of the client
  • Client Type – Business Owner, High Net Worth Individual, W2, Retail, or Other
  • AGI – Adjusted Gross Income of the client
  • Revenue – Annual revenue from the client