Looking to Grow Your CPA Firm Through Acquisition?
Let an Experienced CPA Guide You
Chris Stamos has run Stamos & Stamos 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.
Let’s talk — fill out the form and we’ll call you back
Why is this important?
- Spot the right opportunities
- Avoid overpriced, messy deals
- Build a scalable, integrated firm
Fill out the form and let us Call You
Or: Call our Stamos & Stamos Office and ask for the Acquire Firms Consultation
714-998-0311
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.
Built for CPAs and Investors Who Want to Buy Right — and Build Smart
The Consulting Program is designed for firm owners and investors who want expert, CPA-specific support through every stage of an acquisition.
What’s Included:
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
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, CPA-specific guidance from someone who’s built a practice the same way you want to.
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.
Real Stories From the Front Lines of Acquisition
Hear Chris Stamos share real acquisition experiences — from standout deals to red flags that signaled it was time to walk away.
The Acquisition Playbook for Building a Multi-Million Dollar CPA Firm
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.
Master the Acquisition Process at Your Own Pace
Prefer a self-guided approach? 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.
📞 or call our office
Phone: 714-998-0311
Office Hours: Monday–Friday, 8:30 a.m. – 5:00 p.m. PST