---
title: Merging or Selling After Tax Season
description: Learn about the increasing trend of accounting firm consolidations post-tax season, and explore strategic options for growth, selling, or remaining independent.
image: https://blog.thinkvisionary.com/hubfs/Apr%202025-1.jpg
---

[![The Visionary Group](https://thinkvisionary.com/wp-content/uploads/2017/03/Visionary-Group-Logo_HDPI.png)](https://thinkvisionary.com/)

- [Home](https://thinkvisionary.com/)
- [M&A](https://thinkvisionary.com/mergers-acquisitions/)
- [Organic Growth](https://thinkvisionary.com/organic-growth/)
- [Build to Evolve™](https://thinkvisionary.com/build-to-evolve/)
- [Speaking](https://thinkvisionary.com/speaking/)
- [News](https://blog.thinkvisionary.com/)
- [Team](https://thinkvisionary.com/team/)
- [Contact](https://thinkvisionary.com/contact/)

[Calculate Your Value](https://thinkvisionary.com/calculate-your-firms-value/)

Insights

Industry News

# Merging or Selling After Tax Season

 by [Bob Lewis](https://blog.thinkvisionary.com/author/bob-lewis)  | Apr 17, 2025 | 

![Merging or Selling After Tax Season](https://blog.thinkvisionary.com/hubfs/Apr%202025-1.jpg)

# Deal Volume is Increasing

Consolidation among accounting firms continues to accelerate, with a post-tax season surge expected. Many leadership groups are realizing it is increasingly difficult to remain independent at their current size. Competition from larger firms with deeper resources is forcing some firms to reconsider where they fit in the industry landscape.

 

# Merging vs. Selling

Selling was typically about exiting, while merging is about growth and continued involvement. Today, selling can be a growth tool as well, with rolled equity and stock in deals. Every transaction is unique, but we can walk you through the common misconceptions that exist between the different options. 

# Exploring Private Equity

Are you a legitimate private equity candidate? Firms are getting calls from investment groups who are presenting unrealistic multiples and values. These often are not real opportunities and cause firms to reject reasonable offers or deals from legitimate acquirers. Visionary has conducted hundreds of deals with a mix of traditional and PE and can walk you through the differences.  

 

# Build to Evolve: What Is Your Firm’s Goal?

If you wish to remain independent, The Visionary Group has a detailed “Build to Remain Independent” process. It tests if independence is an option and if it is what do you need to do to compete against larger, well-funded competitors. For firms needing to transition we developed “Build to Sell or Merge” and “Build to Identify Suitors” processes for firms who already know the path they want to pursue. 

[Schedule Discussion](https://calendly.com/visionarygroup/build-to-evolve-discussion?utm_source=hs_email&utm_medium=email&utm_content=357088454&_hsenc=p2ANqtz-_jJuyKDgyc2CpoqwW13Fye3QS3s_6zNIKsXUc76OqnbSLvsLhUSNLRbT42JNDFoH8hTZAwxQYMi4X4bXHT7IzAvRWENt9dcyYK7ulwD6A0pgmTXks&month=2025-04)

#### Recent Posts

- [![](https://blog.thinkvisionary.com/hubfs/August-2025.jpg)](https://blog.thinkvisionary.com/getting-bombarded-with-pe-emails-calls)
  
  ### [Getting Bombarded with PE Emails & Calls?](https://blog.thinkvisionary.com/getting-bombarded-with-pe-emails-calls)
- [![](https://blog.thinkvisionary.com/hubfs/June%202025-1.jpg)](https://blog.thinkvisionary.com/understanding-options-layers-what-creates-a-premium)
  
  ### [Understanding Options, Layers, & What Creates a Premium](https://blog.thinkvisionary.com/understanding-options-layers-what-creates-a-premium)
- [![](https://blog.thinkvisionary.com/hubfs/DHood.jpg)](https://blog.thinkvisionary.com/industry-visionaries-dan-hood)
  
  ### [Industry Visionaries - Dan Hood](https://blog.thinkvisionary.com/industry-visionaries-dan-hood)

Industry Transformation

## The accounting profession is undergoing the greatest transformation ever to hit the industry.

The impact of private equity, aging professionals, artificial intelligence, and the move to enhance advisory has changed how firms are valued and the processes needed to compete. We will explain your options and help you make an informed decision backed by an implementation plan unique to your firm.

[Contact Us](https://thinkvisionary.com/contact/)

[![The Visionary Group](https://thinkvisionary.com/wp-content/uploads/2026/10/Visionary-Group-Logo-White-01-opt.webp)](https://thinkvisionary.com/)

M&A, private equity, and growth advisors exclusively serving accounting firms for thirty-plus years.

An independent member of the BDO Alliance USA

Services

- [M&A and Private Equity](https://thinkvisionary.com/mergers-acquisitions/)
- [Organic Growth](https://thinkvisionary.com/organic-growth/)
- [Build to Evolve](https://thinkvisionary.com/build-to-evolve/)
- [Calculate Your Firm’s Value](https://thinkvisionary.com/calculate-your-firms-value/)

Firm

- [Team](https://thinkvisionary.com/team/)
- [Speaking](https://thinkvisionary.com/speaking/)
- [News](https://blog.thinkvisionary.com/)
- [Contact](https://thinkvisionary.com/contact/)

Contact

- [info@thinkvisionary.com](mailto:info@thinkvisionary.com)
- [(800) 995-9186](tel:+18009959186)
- [LinkedIn](https://www.linkedin.com/company/think-visionary/)

© 2026 The Visionary Group. All rights reserved.

[Back to top ↑](https://blog.thinkvisionary.com/merging-or-selling-after-tax-season#top)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Bob Lewis",
    "url" : "https://blog.thinkvisionary.com/author/bob-lewis"
  },
  "dateModified" : "2025-04-17T18:18:51.992Z",
  "datePublished" : "2025-04-17T18:12:11.000Z",
  "headline" : "Merging or Selling After Tax Season",
  "image" : [ "https://blog.thinkvisionary.com/hubfs/Apr%202025-1.jpg" ],
  "mainEntityOfPage" : {
    "@id" : "https://blog.thinkvisionary.com/merging-or-selling-after-tax-season",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://blog.thinkvisionary.com/hubfs/Logos/Visionary-Group-Logo-600px.png"
    }
  }
}
```