More Revenue: Unlocked

Turn Your CPA Firm Into a More Profitable Advisory Business – With No Extra Work

Unlock a new revenue stream while helping your clients navigate business transitions. With our CPA/Accounting Partner Program, you can earn 10% of our brokerage or valuation fee simply by referring clients who need our services. We handle everything—from valuation to buyer negotiations and closing—while you stay focused on advising your clients. Plus, we structure our payouts as a consulting fee for your expertise in financials and tax structuring, ensuring compliance with CPA regulations. No extra work, no risk—just an easy way to increase your firm’s revenue.

As a trusted advisor, your clients rely on you for financial guidance, but when they’re looking to sell, acquire, or value their business, do you have a solution in place?

We do! - and we’ll pay you for it.

How it Works

Step 1: Refer a Business Owner

✔ Introduce us to a client looking to sell, buy, or get a valuation.

Step 2: We Handle Everything

✔ We manage the entire process – valuation, buyer search, deal negotiations, financing assistance, and closing.

Step 3: You Get Paid

✔ Earn 10% of our fee as a consulting payment for providing financial expertise on the deal.

Why We Created This Program

Atlantic Coast Business Advisors and Brokerage was founded on the conviction that the business brokerage industry requires fundamental transformation. A critical component of this evolution is redefining professional relationships across the ecosystem.

Through years of industry experience, we've identified several significant challenges:

  1. CPAs and accountants are typically the last professionals informed when business owners contemplate selling—despite being trusted advisors.

  2. Traditional brokerage firms and financial institutions predominantly focus on transactions exceeding $20 million, leaving smaller yet viable businesses underserved.

  3. Ineffective communication between brokers, business owners, lenders, and CPAs significantly diminishes the likelihood of businesses achieving maximum valuation at sale.

  4. Most small business owners operate without accurate knowledge of their enterprise's true worth, impeding informed strategic decision-making.

In response to these industry-wide challenges, we've developed our innovative CPA Partnership Program. This initiative ensures every business owner receives exceptional service from a coordinated team of brokers, CPAs, and lenders—regardless of transaction size.

Furthermore, we've revolutionized our valuation methodology to create a dynamic tool that empowers business owners with actionable insights, transcending the limitations of conventional static reports.

  • Earn a steady stream of additional income with minimal effort.

  • Clients will appreciate your ability to assist with business transitions, making you their go-to financial expert.

  • You simply introduce us to the client—we handle the valuation, buyer search, and sale.

  • We structure our payouts as consulting fees to ensure compliance with CPA regulations.

Why Partner With Us?

Earnings: Unlimited

Let’s break it down:

Valuation Services Also Count! Even if a client just needs a professional valuation, you still get paid.

Partnership FAQs

  • ✔ Yes! Instead of a referral commission, we pay a consulting fee for your expertise in financials and tax structuring.

  • ✔ No! We handle the entire process. You simply introduce us to the client.

  • ✔ No long-term contracts—just a simple partner agreement outlining your consulting compensation.

  • ✔ Any business owner thinking about selling, buying, or needing a valuation for SBA loans, tax planning, or exit strategies.

  • ✔ We provide a dedicated partner dashboard where you can track client progress and payouts.

Don’t Just Take Our Word for It

“It’s been a great partnership! We now offer our clients valuations and their sellability test which everyone loves”

“Great working relationship and a nice boost to client offerings.”

“My clients are happy, the services are great, and my firm added about $60,000 in revenue last year. ”

Keith Finley - CPA

“I honestly thought this was another sales pitch, but my clients love the valuations, my team and I love working with Atlantic Coast, and we have added some substantial revenue to our firm. ”

“A great new source of income for our firm, I’ve sent three clients to AC, and each one has loved their professionalism and quality of service. I personally like their client updates .”

Let’s Start Building Our Partnership Today!

Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!