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Brokers Who Are CPAs

Every Engagement Is Led By A Chartered Professional Accountant Who Has Owned, Bought Or Sold A Practice Themselves

Our Brokers

Sellers choose a person, not a logo. Pick the broker for your region, or call the office and we will match you.

Michael Hartley, CPA, CA

Managing Broker · Toronto

140 practices sold · 24 years in public practice and brokerage

Angela Moreau, CPA, CGA

Broker, Western Canada · Vancouver

85 practices sold · 18 years in public practice and brokerage

Daniel Roussel, CPA, CMA

Broker, Québec And Prairies · Montréal

46 practices sold · 12 years in public practice and brokerage

Placeholder brokers for the demo. Replace with the firm’s real people, credentials and photos before launch.

Why It Matters That Your Broker Is A CPA

A general business broker sells restaurants on Monday and accounting practices on Friday. Our brokers have run a tax season, know what a buyer is really paying for, and can read the working papers a lender asks about.

Pricing You Can Defend

A value grounded in closed Canadian transactions, not a number pulled from the air.

Confidentiality By Habit

Blind profiles, NDAs and staged disclosure are how CPAs already work.

Lender-Ready Packages

The financial summary a bank or the BDC expects, prepared before the offer.

Transition Experience

Client letters, introductions and the hand-over calendar that keeps retention high.

Have A Question For Us?

Send a note or book a call with a CPA broker. We reply within one business day, and everything you send is confidential.

Booking link is a placeholder until the firm’s Microsoft Bookings or Calendly page exists.

Practice SuccessionCanada

Canada’s succession and sale advisors for accounting practice owners, led by CPAs who have sold practices of their own.

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