conference
Acquire & Scale Conference
Houston, TX, USA
You're invited to Acquire & Scale 2026 in Houston, Texas on November 16 and 17. If a CPA firm is on your target list, come spend 2 days with the people who actually do these deals. DAY 1: ACQUIRE Monday, November 16 You'll learn how to acquire a CPA firm and finance it for little to no money down. We'll get into how to structure a deal that's safe and how to make sure your legal due diligence is strong. The #1 SBA lender in the country will be in the room, along with M&A attorneys. We'll also open a discussion panel with people who have already acquired CPA firms. DAY 2: SCALE Tuesday, November 17 Now you own the firm, so day 2 is about running it and scaling it. We'll cover moving compliance clients into year round advisory with CPAs, tax resolution with former IRS agents, and the AI tools these firms are using now. These are the higher margin services you need along with learning how to add multiple streams of revenue to that client base like life insurance or investments. You'll be sitting with firm buyers, searchers and operators, along with CPAs, EAs, accountants and bookkeepers. On Monday night the room stops and we hand out the Acquisitionist Awards to the people who have recently acquired a firm. I’ve acquired 5 firms and I wish a conference like this was available when I first started. The event runs 2 full days and doors open at 10am on Monday. Seating is limited. Reserve your seat: redacted See you in Houston. CJ Silvas, CPA
Event Type:
conference
Format:
In-Person
Start Time:
Duration:
7 hrs