Firm owners
Selling your accounting or CPA business
Many sole practitioners have no successor. One direct buyer conversation helps.
Not an auction.
One acquirer, one direct conversation. Our buyers typically keep the team and have the capital to close.
What buyers pay for
- Recurring tax, bookkeeping, and advisory work.
- Staff who can keep client relationships.
- Long client tenure, low concentration.
- Real workflow systems, not paper files.
How to prepare
- Get 2 to 3 years of the firm's books clean.
- Document who holds which clients.
- Get a succession-focused valuation.
Common questions
No successor and no plan. Now what?
Common starting point. Get an honest read on value before you decide anything.
Tell us about your business
If it fits, we'll reach out. Free, no obligation.