AFX is the structured exchange for CPA practice transactions — analyst-verified listings, NDA-gated reveals, and a closing room that gets deals done in a median 104 days.
Three things every CPA firm transaction needs — and that traditional brokers, spreadsheets, and golf-buddy networks can't deliver together.
Every listing starts redacted. Buyers see ARR, mix, and region — never your firm's identity — until you approve the reveal. Listings are never indexed by search engines.
Every financial on AFX is reviewed by a dedicated practice analyst before listing. ARR, recurring %, client concentration, and engagement mix all pass a structured review you can rely on.
Structured LOI templates, escrow, banking pre-approval, and a 90-day client transition program — all managed inside the platform with your legal and accounting counsel.
A succession event is one of the most sensitive transactions a partner ever makes. AFX gives you a confidential listing, analyst-led pricing, and a structured close — so your firm changes hands the way it should.
Sourcing, NDA-gating, financial verification, banking pre-approval — done before you see a profile. What lands in front of you is a shortlist that already passed.
Full profiles — firm name, partner bios, financials, client mix — are visible to verified members only.
The same structured workflow on both sides — AFX handles verification, paperwork, and timeline at every step.
Identity, CPA license, and capital verification. Sellers build a confidential firm profile with their dedicated analyst.
Fit-scored matches surface on both sides. Buyers request NDA-gated introductions; sellers approve every reveal.
Encrypted data room. Comparable closings, financing checklists, and analyst Q&A — all on one timeline.
Structured LOI, escrow handoff, and a 90-day client transition program — all inside the platform.
We had two brokers walk our firm for nine months. AFX listed it in twelve daysand closed in under four. The pricing matched what we'd been told it should be — for the first time.
As a buyer, the diligence room is the whole game. Verified financials, banking pre-approval, analyst Q&A — all in one place. The deal team at our firm has stopped using anything else.
Confidentiality was the deal-breaker for us. Any whisper to staff or clients before we were ready would have torpedoed the firm. AFX held the line — not a single leak.
Every layer of AFX is built to protect the most sensitive transaction a partner ever makes — your succession event.
Sellers approve every identity disclosure. Buyers sign before they see firm name or financials. No exceptions.
Identity, CPA license, and capital verification before access. No anonymous tire-kickers, no scraped credentials.
Independently audited annually. Bank-grade encryption in transit and at rest. Penetration-tested quarterly.
Listings never appear in public search. Profile data leaves the platform only via signed, watermarked exports.
Whether you're three years from succession or three months from your first acquisition — AFX is where these deals get done.