Registration open

Acquire &Scale

Buy clients. Add advisory, AI and revenue streams.

Nov 16 & 17, 2026
Houston, TX
2 full days
1 main stage

A working conference for CPAs, EAs, accountants, bookkeepers and tax professionals who are looking to acquire a firm and scale the one they own.

Hosted by Acquire A Firm

A full room watching a speaker in front of the Acquire and Scale screen

The two days

Buy it. Then grow it.

Day one is about ownership. Day two is about what happens next.

Day 1 · Monday, November 16

Acquire

OpeningWhy the window to own a firm is open right now
SourcingWhere the firms worth buying actually come from
ValuationReading the numbers and pricing the practice
FundingSBA lending and seller financing
Letters of intentGetting to a yes on paper
Due diligence and deal structureWhat to check, and how to structure it
Open panelMembers who have closed, live questions from the room
The Acquisitionist AwardsClosing out day one

Day 2 · Tuesday, November 17

Scale

Post acquisition best practicesYou own it, now run it, staff it and price it
AdvisoryMoving compliance clients into year round advisory
Tax strategyWhat to actually put in front of a client
Multiple revenue streamsIncome that is not billed by the hour
AIThe tools firms are actually using right now
Closing remarks

Tentative agenda. Topics and order may change.

Who is in the room

Owners and buyers.

Every seat is filled by someone who owns an accounting or tax practice, is actively working to buy one, or is building the one they have into something bigger.

CPAsEnrolled AgentsAccountantsBookkeepersTax professionalsTax firm ownersFirm buyersMulti office operators

Day one

Ready to buy

How to find a firm worth buying, how to value it, how to fund it, and how to get to the closing table without blowing the deal up.

Day two

Ready to scale

How to keep the clients, raise the fees, add advisory revenue, and build a firm that runs without the owner in every seat.

Monday evening

The Acquisitionist Awards

Closing out day one, the room stops and we hand out the awards. Members who have closed on a firm are recognized from the stage. These are not aspiring buyers. Every person standing up there has already bought an accounting or tax practice and is running it right now.

Deal of the Year

The Growth Award

Illustration of a winner holding up the black crystal Acquisitionist Award on stage — Illustration

Where it is

Houston, TX

Where to stay

Hilton Houston Post OakLuxury. About 8 minutes by car.
JW Marriott Houston by the GalleriaUpscale. About 10 minutes by car.
Hyatt Regency Houston/GalleriaModerate. About 9 minutes by car.