Selecting the Right CPA for Your Primary Care Practice Transaction
When buying or selling a Primary Care practice, having a CPA with specialized healthcare M&A experience can make the difference between an average transaction and one that maximizes your financial outcomes. These professionals understand the unique financial complexities of Primary Care operations, from proper EBITDA normalization to navigating multi-location consolidations, ensuring you achieve the best possible terms while minimizing tax implications.
Every practice sale has unique considerations that require personalized guidance. Book a Confidential Strategy Session →
Top CPA Firms Specializing in Primary Care
1. Aprio
Headquarters: Atlanta, GA
Service Area: National
Website: aprio.com
2. PBC Advisors
Headquarters: Dallas, TX
Service Area: National
Website: pbcadvisors.com
3. NovaPoint CFO Services
Headquarters: Miami, FL
Service Area: 30+ States
Website: novapointcfo.com
4. Shariff CPA Firm, P.C.
Headquarters: Houston, TX
Service Area: Texas and Surrounding States
Website: shariffcpa.com
5. Duane Morris Tax Accounting Group
Headquarters: Philadelphia, PA
Service Area: National (Major Markets)
Website: duanemorris.com
How to Select the Right CPA for Your Primary Care Practice Transaction
Finding the right CPA for your Primary Care practice transaction requires careful evaluation of their specific healthcare M&A experience, understanding of Primary Care economics, and ability to provide comprehensive support throughout the entire process. Start by scheduling initial consultations with two or three firms to discuss your practice size, acquisition goals, and required support services—most specialized healthcare CPA firms offer complimentary initial consultations to assess fit and provide preliminary guidance on your transaction structure.
Every practice sale has unique considerations that require personalized guidance. Book a Confidential Strategy Session →
Frequently Asked Questions
Why is it important to have a CPA with healthcare M&A experience for Primary Care practice transactions?
A CPA with specialized healthcare M&A experience understands the unique financial complexities of Primary Care operations, including proper EBITDA normalization and navigating multi-location consolidations. This expertise helps maximize financial outcomes, achieve better transaction terms, and minimize tax implications.
Can you name some top CPA firms specializing in Primary Care practice mergers and acquisitions?
Top CPA firms specializing in Primary Care mergers and acquisitions include Aprio (Atlanta, GA), PBC Advisors (Dallas, TX), NovaPoint CFO Services (Miami, FL), Shariff CPA Firm, P.C. (Houston, TX), and Duane Morris Tax Accounting Group (Philadelphia, PA).
What regions do the top CPA firms serve for Primary Care practice transactions?
The service areas vary: Aprio and PBC Advisors serve nationally, NovaPoint CFO Services covers 30+ states, Shariff CPA Firm serves Texas and surrounding states, and Duane Morris Tax Accounting Group operates in national major markets.
How should a Primary Care practice select the right CPA for their transaction?
They should evaluate CPAs based on their healthcare M&A experience, understanding of Primary Care economics, and ability to provide support throughout the process. Scheduling initial consultations with multiple firms, which are often complimentary, helps assess fit and preliminary guidance for the transaction.
What unique guidance do specialized healthcare CPAs offer in Primary Care practice sales?
Specialized healthcare CPAs offer personalized guidance tailored to the unique financial and operational considerations of each practice sale, helping to structure the transaction effectively while addressing practice size, acquisition goals, and tax implications for optimal outcomes.
