Looking to Grow Your CPA Firm or Start Your Own Through Acquisition?
Let an Experienced CPA Guide You
Chris Stamos has run Stamos & Stamos CPA Firm for over 25 years, growing it through seven successful acquisitions. Today, while still leading his firm, he also helps other CPAs and investors scale the smart way.
If you’re considering buying a firm, a quick strategic call could save you time, money, and major headaches.
- Spot the right opportunities
- Avoid overpriced, messy deals
- Build a scalable, integrated firm
Prefer to call us now?
Call our Stamos & Stamos Office and ask for the Acquire Firms Consultation
Office hours: Monday–Friday, 8:30 a.m. – 5:00 p.m. PST
Real Guidance From a CPA Who’s Been There
Avoid the mistakes most CPAs make when buying a firm, with help from someone who’s done it right, many times.
The accounting industry is entering a historic shift. With many experienced CPAs preparing for retirement, acquisition opportunities are increasingly available — and more strategic — than ever before.
But taking advantage of this market requires more than interest. It demands experience, clarity, and the right structure.
If you’re exploring acquisition as a path to scale, this is your moment. Let’s discuss whether a guided approach is the right fit for your next move.
Real Stories From the Front Lines of Acquisition
Watch Chris Stamos share some acquisition experiences, from standout deals to red flags that signaled it was time to walk away.
THE CONSULTING PROGRAM
Designed for firm owners and investors who want expert, CPA-specific support through every stage of an acquisition.
The consultation is divided in two phases:
Phase 1: Pre-Acquisition Review
Work directly with Chris to evaluate each opportunity with precision:
- Financials, revenue mix, and average client value
- Capacity needs and staffing requirements
- Practice areas, software compatibility, and red flags
- Deal structure strategy and negotiation insights
Phase 2: Post-Acquisition Integration
This is where most firms struggle — and and where experience matters most.
Chris will help you:
- Retain acquired clients and grow their lifetime value
- Merge teams, define roles, and optimize operations
- Implement proven systems: paperless workflows, the right tech stack, and more
- Build a scalable platform for your next stage of growth
Think You Can’t Acquire a Firm Without Cash on Hand? Think Again.
Lack of upfront capital shouldn’t be the reason you miss an opportunity, even if you have $0 to acquire a new Firm. Whether you’re looking to expand your existing firm or launch your first one, there are financing options — like SBA loans — designed to help you secure the investment you need.
With the right structure, these loans can often be repaid from the revenue of the firm you acquire.
During our consulting program, we’ll discuss whether this approach makes sense for you, how to position yourself for financing, and how to ensure the deal supports your long-term growth.
Built for CPAs and Investors Who Want to Buy Right — and Build Smart
This isn’t theory or one-size-fits-all advice. It’s hands-on, one-on-one expert guidance from an experienced CPA who’s grow his practice and have help others do it the same way you want to.
📞 Let’s talk about your goals and whether this is the right step.
LOOKING FOR A SELF-GUIDED APPROACH?
Get Chris Stamos’s Book or Course on Acquiring Firms
Get the Book
Buying your competitors is a time-tested strategy — used by Fortune 500 companies and now accessible to firm owners like you.
In the book: “How to Build a Multi-Million Dollar Accounting Firm by Buying Out Your Retiring Competitors”, Chris Stamos outlines exactly how CPAs can grow their firms by acquisition — with lower risk and higher reward.
As 75% of U.S. accountants near retirement, the next five years represent a once-in-a-lifetime chance to secure profitable, well-run firms before they hit the broker circuit.
Inside the book, you’ll learn how to:
- Find retiring CPAs before they list publicly
- Negotiate favorable pricing and financing
- Retain clients and staff during the transition
- Upsell new clients into higher-value services
This book is more than a roadmap — it’s the exact strategy Chris used to scale CPA Firms.
Get the Course and Master the Acquisition Process At Your Own Pace
Chris Stamos’s comprehensive online course offers a step-by-step roadmap to acquiring and scaling a CPA firm.
With over 14 detailed modules, you’ll learn how to:
- Identify and approach potential sellers
- Evaluate firm valuations and secure financing
- Navigate due diligence and draft effective LOIs
- Retain clients and staff post-acquisition
- Implement systems to scale your new firm
Each lesson is grounded in real-world experience, providing actionable insights to help you avoid common pitfalls and make informed decisions.
The Right Guidance Makes All the Difference
Buying a CPA firm is a big move — but with the right support, it doesn’t have to be a risky one.
Chris Stamos has guided firm owners and investors through the full acquisition process: from deal evaluation to integration, staffing, and retention. His proven framework is built on real results — not theory.
If you’re ready to take advantage of this rare market opportunity, let’s talk. The next step could be the most important one you take for your firm’s future.
About Chris Stamos
Chris Stamos is the founder and Senior Partner at Stamos & Stamos, a multi-million dollar CPA firm built through seven strategic acquisitions over the past 25+ years.
His journey began in 1998, when he launched his own practice while teaching accounting at Cerritos College. In 2012, he made his first acquisition, and within a year, had doubled the firm. Since then, he’s developed a repeatable, scalable approach to firm acquisition and integration.
Chris has worked as a CFO, consultant, educator, and firm owner. His deep operational knowledge — from staffing to systems — helps clients make smarter decisions, faster.
He’s also the author of How to Build a Multi-Million Dollar Accounting Firm by Buying Out Your Retiring Competitors, a trusted guide for CPAs looking to grow through acquisition. For those who prefer a self-paced approach, he created a comprehensive CPA Firm Acquisition course, sharing the exact methods he used to scale Stamos & Stamos, and other firms.
Today, while still actively running his firm, Chris helps other CPAs and investors avoid common pitfalls and scale with confidence, through acquisition.
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