LLegacy CPA TransitionsConfidential Succession Advisory

For Buyers

Vetted opportunities. One set of rules for every buyer.

A confidential marketplace of CPA and accounting practice transitions in NY, NJ, and CT. We introduce qualified buyers to owner-represented opportunities — same information, same schedule, same standards for every buyer in the process.

The owners we represent are exacting. They want a successor who will honor client relationships built over decades and treat staff with the respect that earned their tenure. If your firm shares those standards and can act with the confidentiality an owner-represented process requires, we would welcome a conversation.

We do not maintain a public listings page. Introductions are selective and confidential, and each opportunity runs on the same timeline and rules for every buyer.

Firms we typically introduce to

  • Established practices in NY, NJ, or CT with strong client-service culture.
  • Firms with the capacity to absorb and retain a partner's book.
  • Ownership committed to staff continuity through a transition.
  • Track record of successful integrations, where relevant.
  • Clear standards for client care post-transition.

Fees: [ADD/CONFIRM: buyer-side fee model, if any, and when it applies.]