Acquire A Firm Family

Stop doing this alone.

Most people trying to buy an accounting firm are figuring it out by themselves, from the outside, with nobody to call when the broker pushes back. The people in this room are closing deals. One after another after another.

146 members. Weekly deal reviews every Wednesday.

$75M+In firm acquisitions CJ has done and structured
5Firms CJ has personally acquired
100+Acquisitions walked from first call to close
90%Average year one client retention across member firms
What you plug into

You, in the middle

Everything in the gold ring is included the day you join. The blue ring is what we run for you when you want it, at member rates. Click any of it.

YOUMember
Comes with membership Member savings available

Comes with membership

  • Private mastermind, live every week, with replays
  • Networking in the private room, ask any time
  • Deal sourcing training, on market and off
  • First dibs on off-market deals
  • AI deal analyzer, 13 page assessments
  • SBA quick deal calculator
  • Financial analysis training
  • The $775k LOI template and 2 hour breakdown
  • Rapport building framework
  • Recorded calls with real firm owners
  • Preferred partners: SBA lenders and M&A attorneys
  • Tax Gen in full, including the EA track
  • Post close operations, pricing through staffing
  • AI and firm tech training

Member savings available

  • Private advisory, one on one with CJ
  • Signature Tax Pros staffing
  • Private Tax Partners
The whole box

Everything that comes included

No upsells inside. This is the whole thing, the day you join.

The room

  • Private mastermind live every week with CJ and the members
  • Live deal reviews, real offers worked on screen
  • On-demand replays of every session
  • Ask anytime access in the private community

Finding the firm

  • On market and off market sourcing training
  • First dibs on off-market deals before anyone else
  • Seller outreach templates, cold through follow up
  • Rapport building framework
  • Recordings of real conversations with firm owners

Working the deal

  • AI deal analyzer, 13 page acquisition assessments
  • SBA quick deal calculator, three numbers in
  • Financial analysis training
  • The exact LOI from a $775k deal
  • Two hour LOI video breakdown
  • Preferred SBA lenders and M&A attorneys

After you own it

  • Pricing, staffing, retention bonuses and tech stack
  • Advisory tier design
  • AI and firm technology training
  • Tax help desk staffed by firm owners

Tax Gen, in full

  • Tax basics and the fundamentals
  • The Enrolled Agent track, all three parts
  • Tax advisory, the work clients pay for
  • Tax resolution, notices through offers in compromise
  • Live classes every week with CPAs, EAs and former IRS agents

Results vary and are not guaranteed. The Enrolled Agent exam is administered externally; we prepare you for all three parts and do not license or guarantee anything.

Inside an ordinary Wednesday

Five deals. One call.

Members walk through their live deals on screen. Not theory. The actual offer, the actual seller, the actual sticking point.

Rocky

Locked another LOI. Close it, and that is his third firm in two years.

Havital

Picked up the phone, worked a cold list, and already has a firm on the hook.

Nick

Made his seller a promise he swore he would never break, then raised prices anyway.

Vanessa

Her seller had three other offers on the table and turned down every single one to work with her.

Tammy

Signed her very first LOI.

This was not a special week. This is every week.

Fit

Who this room is for

This is you

  • CPA, EA, bookkeeper or finance professional
  • Ready to buy a firm from a retiring owner, not someday
  • A corporate refugee, or a solo practitioner who has hit the ceiling
  • Already own a firm and want the second, third or fourth
  • Want someone on the phone when the broker pushes back

This is not you

  • You want tax and advisory skills, not a firm to own
  • You are researching the idea and are years away from acting
  • You want a course to watch instead of a room to work in
  • You expect someone else to find and close the deal for you
Membership

Get in the room

$4,997
Per year

It is accrual world. But we are better together.