Accounting Firm Outgrow Case Study

Accounting Firm Outgrow Case Study

Accounting Firm Outgrows Mountain View Headquarters – The Ivy Group Assists with Expansion & Acquisition Plans (Acquisitons case study)


Accounting firm outgrew its location and investigated expansion options into larger space that would allow it the capacity to maintain and grow its existing client base.


Utilizing an acquisition strategy that included analyzing the firm’s requirements and surrounding area demographics, The Ivy Group negotiated a purchase agreement that resulted in a win-win for all parties involved.


The solution employed involves a two-step process that met the client’s requirements and took advantage of existing market conditions that benefited the accounting firm.


After several rounds of negotiations and analysis, the firm purchased a turnkey, commercial condo that suits it current and future expansion strategies.