Acquire & Scale Reserve My Seat
Acquire A Firm
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Acquire& Scale

Buy clients. Add advisory, AI and revenue streams.

  • Nov 16 & 17, 2026
  • Houston, TX
  • 2 full days
  • Plug into the network

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 packed mastermind watching a speaker in front of the Acquire and Scale screen Reserve My Seat

The 2 days

Buy it. Then grow it.

Day 1 is about ownership. Day 2 is about what happens next.

Day 1 · Monday, November 16 · 10AM - 4PM

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 mastermind
  • The Acquisitionist AwardsClosing out day 1

Day 2 · Tuesday, November 17 · 10AM - 4PM

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
  • Tax resolutionThe work that pays when a client is already in trouble
  • Multiple revenue streamsIncome that isn't 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 mastermind

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 1

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 2

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

01

Deal of the Year

02

The Growth Award

A winner holding up the black crystal Acquisitionist Award on stage
Acquire and Scale on a Houston marquee

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.

Houston · November 16 and 17

Save your seat

Venue contains limited seating.

What each pass gets you

IncludedGAVIP
Both days, every session
Exclusive access to The Acquisitionist Awards
A mastermind full of firm owners and buyers
Reserved seating up front
Private dinner Monday evening with CJ, plus CPAs and EAs who have already bought firms, SBA lenders and M&A attorneys
Custom social media VIP flyer with your headshot

Acquire a firm.
Scale a firm.