Unlock the Potential of Acquisitions to Scale Your Accounting Practice with the Accountants’ Wize M&A Mastery System

Uncover one of the best strategies to accelerate your firm’s growth with this tried and tested system that we’ve fine-tuned for you over the past 30 years.

Have you considered or attempted an acquisition to grow your firm, but haven’t been confident in navigating the strategy to a successful outcome?

Would you like to undertake an M&A but avoid the many painful roadblocks and deal breakers along the way?

The Wize M&A Mastery System offers you a tried and tested practical solution. Our comprehensive system has been fine-tuned over 30+ years and dozens of M&A deals. It provides the knowledge and tools you need to successfully navigate the complex and risky nature of this strategy.

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M&A Playbook

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Take our experience and use it to your advantage

Don’t leave your M&A to chance. Use this system to gain confidence, clarity and conviction in getting deals done.

  • Gain Invaluable Wisdom and Insights
    Benefit from our privileged access to a global network of firm owners facing similar challenges and opportunities, enabling us to collate a wealth of wisdom and insights in one place.
  • Rapid Growth and Increased Turnover
    Acquisitions present a remarkable avenue for rapid growth and increased turnover, providing an opportunity to propel your firm forward.
  • Mitigate Expansion Costs
    “Tuck-in” acquired firms into your existing practice to reduce duplication of resources and significantly decrease fixed overheads.
  • Step-by-Step Guidance
    Our system offers a comprehensive step-by-step guide covering everything from strategy development to due diligence, negotiation, to integration.
  • Real-Life Examples and Practical Advice
    Benefit from real-life examples and practical advice garnered from our own experiences and those of other accounting firm owners worldwide.

So what are you waiting for?

Get your hands on this system and get to work!

The M&A Mastery System Framework

Introduction to Mergers &
Acquisitions For Practice Owners

We explore why mergers and acquisitions can be a powerful growth strategy for your accounting practice. We discuss the potential benefits and risks associated with M&A and provide insights into what you should consider before embarking on an M&A deal. This includes examining the financial, operational, and cultural aspects that should be considered. Additionally, we will delve into the different types of M&A, such as outright purchases, equity models, and joint venture models.

Building a strong M&A Foundation:
People, Process, Performance

Establishing a solid foundation is crucial to set the stage for a successful M&A. We will guide you through the essential aspects of building a solid M&A foundation, focusing on people, processes, and performance. You will learn how to assess and align the strengths and capabilities of your team, develop effective processes for M&A execution, and evaluate performance metrics to ensure success.

Navigating Change: Timing
Considerations for Staff, Processes,
and Structure in M&A

Timing is critical when it comes to navigating an M&A. We explore the timing considerations related to staff, processes, and structure during an M&A deal. You will gain insights into managing staffing changes effectively, optimising processes for a smooth transition, and navigating the complexities of integrating different organizational structures.

Strategies for Identifying Potential Tuck-ins

Identifying suitable acquisition targets is a crucial step in the M&A process. We will provide you with strategies for finding potential tuck-ins, including using a broker to identify suitable targets and building your own M&A database. Additionally, we will discuss effective follow-up strategies to ensure successful M&A and guide you through the process of initiating vendor engagement and gathering key information.

The Wize M&A Deal Matrix

The Wize M&A Deal Matrix is a comprehensive framework that will guide you through every stage of an M&A deal. We will break down the matrix into its components, including the Big Rocks, Pebbles, and Sand. Each component represents key considerations in an M&A deal. You will learn about essential factors such as price, terms, and retention; financing options; vetting vendors and employees; the importance of location; risk assessment; crafting compelling letters of offer; conducting due diligence; managing staff, clients, and branding; negotiating with vendors; implementing change management; working with lawyers; engaging with key employees; and ensuring a smooth client handover process.

The WizeHub: Equipping You for
Success in Mergers and Acquisitions

Finally, we will introduce you to the WizeHub, a valuable resource that provides tools and resources to support your decision-making process in mergers and acquisitions. You will gain access to up-to-date information, industry insights, and practical tips and resources to stay ahead in the ever-evolving M&A landscape.

With our comprehensive coverage of these topics, you will be equipped with the knowledge and skills necessary to navigate the complex world of mergers and acquisitions in the accounting industry successfully. latest trends and opportunities in mergers and acquisitions

Meet the Authors of

The Wize Accountant’s Mergers & Acquisitions Playbook

Ed Chan

CoFounder Wize Mentoring
Non-Exec Chairman of Chan & Naylor

With an extensive background in the accounting industry, Ed Chan is uniquely positioned to guide you through the world of mergers and acquisitions. As the Non-Exec Chairman of Chan & Naylor, a renowned Accounting Group, Ed has firsthand experience in building a successful firm from a small home office to a national financial services organization with offices across major cities in Australia.

His deep understanding of the accounting industry and its intricacies allows him to provide valuable insights into the mergers and acquisitions landscape specifically tailored to accounting practices. Ed’s expertise has been recognized by the University of Queensland, where Chan & Naylor is studied as the model firm by MBA students, and by accounting students passing their CPA exams.

Through Wize Mentoring, Ed actively contributes to the accounting industry at a board and strategic level, helping independent accountancy firms improve their efficiencies and run better businesses. With his vast knowledge and experience, Ed is dedicated to helping accounting professionals like you unlock the potential of mergers and acquisitions.

Jamie Johns

CoFounder Wize Mentoring
Founder of Sky Accountants

Jamie’s journey in the accounting industry and his success in building Sky Accountants into an award-winning firm make him a valuable resource when it comes to mergers and acquisitions in the accounting industry.

With several accolades to his name, including the 2017 Panalitix’s Accounting Business of the Year award and being featured in the book “The World’s Most Inspiring Accountants,” Jamie’s expertise has been recognized on a global scale. His extensive experience and understanding of the accounting profession uniquely position him to guide accounting firm owners through the complexities of mergers and acquisitions.

Having dedicated his time to sharing his wisdom and experience with other firm owners through Wize Mentoring, Jamie understands the challenges and opportunities specific to the accounting industry. His innovative approach and commitment to helping accounting professionals succeed make him an invaluable asset as you navigate the world of mergers and acquisitions.

What’s Included In The Program..

Understanding how Goods and Services Tax (GST) works in Australia is important for your business. In this module, we will discuss what GST is, the different taxable supplies and BAS excluded transactions. You will also learn about the Australian Business Number (ABN) and how to determine if you need to register for it.

In this module, you will understand what a Business Activity Statement (BAS) is and what activities you need to report in the BAS form. By the end of this module, you’ll learn to prepare, process, prove and package any tasks. You will also learn how to set up XERO and use it in preparing your BAS. You’ll also get a chance to practice how to prepare BAS with a real client case.

When you purchase the Wize M&A Mastery System you will also receive a 14-day free trial to our proprietary scaling software system for Accountants, the WizeHub. In the WizeHub there is a complete M&A toolkit complete with templates, checklists, calculators, lead CRM & more to help you navigate all your deals with ease.

You will receive a bonus complimentary deep dive mentoring session with one of our Wize Mentors, who are all practice owners themselves. You can use this mentoring session to discuss your M&A deals, or anything else you’d like to cover.


Wize M&A Mastery System

Your Special WizeMarket Price


(+ GST if applicable)