Experience + Expertise = Success

If your firm is considering a merger, marketing is obviously a critical area to evaluate for the deal to work. How will you retain clients? What are the best methods to maximize the PR value?  How can you effectively combine the unique branding and positioning strengths of each entity? How can you maximize sales opportunities? These and many other questions need to be effectively managed.

The Specialists in CPA Marketing™, founded 1991, has served CPA firms of all sizes (from the Big 4 to regional firms to small local practices) across the country.  Over the decades, we have helped numerous clients with mergers and acquisitions.  Our experience in this field has proven critical to the successful mergers of CPA firms of all sizes, from some of the largest firms in California to solo practitioners.  As the Director of Marketing for Deloitte, Orange County’s largest professional services firm, our founder Kevin W. Brown, M.B.A. was involved with several mergers. Prior to Deloitte, Kevin worked for Geneva Companies, the largest middle-market M&A firm in the country.  He also has experience in commercial banking with Bank of America, working as a corporate banking officer and financial analyst serving clients with loans from $1-200 million.

This depth of in-house expertise, combined with decades of serving CPA firms, makes The Specialists in CPA Marketing™ unique in our ability to assist CPA firms with their M&A needs. Since most CPA firms have limited experience in acquiring other firms, our experienced guidance is crucial instead of “learning from scratch” the myriad issues that are encountered in M&A.


  • Transition Planning
  • Branding and Positioning
  • Client Communication
  • Public Relations and Publicity
  • Service Integration Marketing
  • Business Development Tracking for Compensation Purposes
  • Marketing Budgets and Planning
  • Marketing Materials
  • Digital Marketing
  • Advertising
  • Referral Source Integration
  • Professional and Trade Organization Planning

Contact us if your firm needs help with a merger or acquisition.

Seeking new heights for your marketing?™

Why Choose Us

  • CPA Marketing Experts: We understand how to market CPAs, from the smallest to the largest firms, as few others do!
  • Full-Range of Services: We’re your one-stop-shop for CPA marketing!
  • Business Strategy: The Specialists in CPA Marketing™ offers an unmatched ability to blend strategy with the selection of marketing tools.
  • BD Focus: Our business development expertise is critical to our success! We don’t just create “pretty designs” – we help generate new business for you!
  • Marketing Professionals: Our professionals are true marketing experts, not simply designers or communication majors.
  • Detail-Oriented: We make your life easier by taking care of all the details!
  • Superior Service: Our service is outstanding – great turnaround, courteous staff, excellent results.

What Clients Say

Your experience, as a key member of our transition team, has been critical to the success of our merger!

Managing Partner, CPA Firm

The Specialists in CPA Marketing™ helped us through each stage of our merger, from due diligence to pre-merger negotiations to rollout.

Partner, CPA Firm

It was so reassuring to have your experienced involvement in our merger.  You knew what to do each step of the way!

Partner, CPA Firm

Without the involvement of The Specialists in CPA Marketing™ our acquisition would not have been as successful.  Thank you!

Partner, CPA firm