Deal Structure 

• We will buy 51% - 100% of your firm (preferably 100%)

• If you have a partner/s that does not want to retire we are happy to look at an ongoing partnership

• Our transactions are all cash i.e. we don’t pay with equity

• We employ your team on like terms

• You come and work for us whilst you transition for a minimum of 12 months

• We place and support a long term successor

The Process: 

• You complete a basic firm profile and email it to fleming@caaa.biz. Click here for a copy.

• We meet up to see if we like each other.

• All being well we execute a Confidentiality Agreement to protect us all. Click here for a copy.

• You complete a standard firm profile and email to fleming@caaa.biz. Click here for a copy.

• A second meeting is convened.

• If everyone is still on the same page we will request 3 years’ worth of financials and tax returns

• CAAA NEXT will submit an offer.

• The next step is to draft and complete a Heads of Agreement (HOA)

• Undertake onsite due diligence (DD)

• Prepare all contracts

• Exchange contracts

• Settlement

What you will get from us

• A bespoke and customised transition plan that meets your objectives and ours

• A best in class back office, including

  • Admin & Finance

  • HR

  • IT

  • Marketing

• Access to specialists in,

  •  Finance

  • Investment

  • Risk

  • Audit

  • Corporate Advisory

  • Grants

  • Tax

  • Cloud Technology 

• A Nationally recognised brand

• Access to our international network (Inpact International)

• Business Process improvements – But only if you want or need them.

Our approach in transition is very much “if it isn’t broke…..” but where needed we have ample

• Operational expertise

• Processes and procedures, and a

• Fully featured technology suite