Service Profile of the Month

Business Development Training

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.