A Retirement Solution powered by a firm that’s done it before, and done it well!
CAAA NEXT is a system supported and developed by Top 50 Accounting & Advisory Firm CAAA.
Delivering the next stage for professional accountants with a simple, straightforward and traditional approach to transitioning your accounting practice for retirement.
Who We Are
If the NEXT move for you is retirement, then CAAA NEXT is a programme designed with you in mind. If the quality of the people you work with matters to you, and don’t see yourself being a part of a Public Company or Financial Planning group, then CAAA NEXT could be right for you.
“We sold our Financial Planning business to CAAA back in 2008. It was an excellent transaction, they were fair to deal with and did a good job of it. We have stayed in touch over the years and all the clients I still see socially seem very happy”
“CAAA merged in our firm back in 2007. We were the biggest firm in our location and had over 20 staff at the time. Fleming was reasonable and easy to deal with and made good on all commitments to us. They looked after all the staff and clients.”
“CAAA acquired my employers firm in 2012. At this point I was a manager in the practice and had ambitions of becoming a partner. I was given the opportunity to manage the office over number of years and when the time was right I was offered the opportunity to become a partner in CAAA and have not looked back since”
“CAAA acquired my Accounting Practice back in 2014. The process was seamless and straight forward, and Fleming was very easy to work with. In fact it went so well that I have since bought back into the CAAA Group as an Equity Partner. I’d have to say it’s one of the best business decisions I’ve ever made”
“We sold our firm to CAAA in 2018. All commitments to us were honoured in a timely manner, and the merger allowed me to focus more on client development by avoiding the administration and management burden of a smaller firm. The quality back office and breadth of services at CAAA has been a benefit to me and my clients. My elderly partner transitioned out successfully and I have stayed on as a Director”
“I sold my firm to CAAA in 2006. I was impressed with Fleming’s vision, and the management team in general. Eventually I decided to stay on as a Partner, which I did for over 10 years. It was a very productive and happy time for me. I will always consider them friends”
“I merged my Audit firm with CAAA Audit back in 2015. It was easy to make a good deal with them and they delivered on all their promises to me. This helped me take my practice to new levels whereby I now mainly service large private companies, in contrast to the SMSF work I focused on in the past”
“After forming a career at Crowe Howarth, Deloitte and Toyota, I moved to a position at CAAA and have never looked back. In 2021 Fleming helped me buy an accounting firm of my own that is now part of the CAAA group. The CAAA Next process was fair and transparent and I would recommend it to anyone.”
Every year Roy Morgan release a report into the most trusted professions titled the “Image of Professions Survey” and Accountants always seem to fair quite well, not as well as Doctors but much better than Lawyers!
Grading a successor for your accounting firm is much like grading a diamond! It’s all about those fabulous four C’s.
As you consider the many options for transitioning your accounting firm for the future, you will need to ask yourself if a public company is the right home for you, your clients and your team.
It’s a big deal, it’s your life’s work and it’s your nest egg, so let’s look at the key factors that are critical to success.
There is almost always a gap between the economic value and price any firm may command and there are many factors which affect this.
