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PARTNER WITH ALINE ACCOUNTING
For many CPA firm owners, selling their practice is a once-in-a-lifetime decision. At Aline, we get to know our partners to ensure we design the right partnership for every partner and the group.
Partnership Journey and Typical Deal Structure
We’re committed to making this process as transparent and straightforward as possible. The entire process from the signed LOI to the partnership date takes approximately 6–12 weeks.
Step 1: Introductory Meeting
It all starts with a conversation to determine fit and ALINEment.
Step 2: Information Exchange
We’ll learn more about your firm and you’ll learn more about Aline.
Step 3: Partnership Discussion
We’ll work together to get to terms that are right for both you and Aline. This is also when we finalize the post-partnership growth plan for your firm.
Step 4: Letter of Intent
We memorialize our discussions in a clear, concise LOI that captures the important deal terms of our partnership.
Step 5: Due Diligence / Transition Planning
The financial and legal information provided in Step 2 is confirmed. A plan is created for a seamless transition (vendor assignments, communications, celebration, etc.).
Step 6: Closing Processing
Your practice is welcomed into the Aline family. Deal documents are finalized and executed, and any outstanding consideration is paid. Then, it’s time for a team-wide celebration!
PATH TO PARTNERship
The Typical Deal Structure
Partnership – Strategy – Success
For many CPA firm owners, selling their practice is a once-in-a-lifetime decision. At Aline, we get to know our partners to ensure we design the right partnership for every partner and the group.
100% BUYOUT
CASH AT CLOSING
ROLLOVER INTO ALINE EQUITY (MARKET VALUE ON CLOSING DATE)
SELLER NOTE
Partnership
We build tailored partnerships by truly getting to know each firm.
Strategy
Our step-by-step process ensures a smooth, thoughtful transition.
SUCCESS
Success means a strong future for your firm, your team, and your clients.
COMPANY
CUSTOMER CARE
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Accounting Partners is the brand name under which AAPG, LLP and Aline Accounting Partners, LLC and its subsidiary entities provide professional services. AAPG, LLP and Aline Accounting Partners, LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. AAPG, LLP is a licensed independent CPA firm that provides attest services to its clients, and Aline Accounting Partners and its subsidiary entities provide tax and business consulting services to their clients. Aline Accounting Partners and its subsidiary entities are not licensed CPA firms.
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