Featured Blog Posts:
The Essential Guide to Valuing Your CPA Firm or Accounting Practice (Firms up to $5mm)
“What is the fair market value of my firm?” is the largest question we receive when contacted by accounting and tax practitioners considering a sale. Taking
How Can You Prepare To Sell Your CPA Firm in a Buyers Market?
For many years, the business sales and acquisitions market within the accounting industry has been controlled by sellers. There have consistently been myriad buyers vying for
Differentiation in the M&A Market for Accounting and CPA Firms
The accounting and CPA acquisition market has officially shifted from a seller’s market to a buyer’s market. There are still buyers out there, but the industry
All Blog Posts:
Key Financial Metrics Buyers Should Analyze When Purchasing a CPA Firm
Purchasing a CPA firm can be a profitable investment—but only if you understand the financial metrics that truly matter. Beyond top-line revenue, savvy buyers dig
Common Pitfalls to Avoid When Selling a Business
Selling a business is a complex process that requires careful planning, strategy, and execution. Business owners often make mistakes that can reduce the value of
How to Maintain Confidentiality When Selling Your CPA Firm: Tips on Protecting Sensitive Information
Selling a CPA firm requires balancing attracting severe buyers and keeping the process confidential. Confidentiality is a critical concern for business owners, as leaking information
5 Steps to Maximize Your Accounting Practice Valuation Multiple
“Main Street” Accounting Practice Mergers & Acquisitions If you are counting on selling your book of clients to another owner-operator in exit you may be
Sell Side Due Diligence for Accounting Practices
We have all heard of due diligence, and it is accepted as a necessary step for buyers when they are investigating an acquisition or merger.
LOI (Letter of Intent) to Closing – 3 Big Issues
Exclusivity, Definition of Revenue, and Buyer Guarantees There are numerous components within an LOI (Letter of Intent) in an accounting practice acquisition. This article will
Work/Life Balance – A Personal Story – Don’t Make the Mistake I Did!
I was the sole provider of income for our family for many years. My wife worked in the early years of our marriage, but once
Fishing for the “Right” Buyer – Accounting Practice Exit!
Changing Demographics is Increasing the Supply of Accounting Practices for Sale. In 2024, more baby boomers will turn 65 years old than any other year.
Accounting Practice and CPA Firm Valuation Multiples Update for 2024
It will be a busy year this year for Mergers and Acquisitions in the accounting practice and CPA firm space. The baby boomers are exiting
How to Scale Your Accounting Practice to Sell: Key Strategies for Growth and Exit Preparation
Scaling your accounting practice for sale involves strategic planning and a methodical approach. To optimize the value of your firm, start by streamlining operations and
The Buyer’s Perspective: What to Look for in a CPA Firm
When considering the purchase of a CPA firm in Arizona, buyers should focus on several key aspects to ensure that their investment is sound and
Preparing to Sell Your Accounting Practice: Key Considerations
Preparing to sell your accounting practice can be a daunting task, but with the right preparation and guidance, it can be a smooth and successful
Potential Contract Issues To Look Out For When Buying An Accounting Or CPA Practice
Buying an accounting or CPA practice is an exciting venture for many entrepreneurs and seasoned accountants looking to expand or diversify their portfolios. While the
How to Find a Buyer for Your Accounting Practice: Expert Tips for a Smooth Transition
Selling your accounting practice can be a big decision, and finding the right buyer is crucial to ensure a smooth transition and continued success for
Reasons You Should Buy an Existing CPA or Accounting Firm
As an aspiring business owner in the accounting industry, you know there are several ways to enter the market. One option you might consider is
The Essential Guide to Valuing Your CPA Firm or Accounting Practice (Firms up to $5mm)
“What is the fair market value of my firm?” is the largest question we receive when contacted by accounting and tax practitioners considering a sale. Taking
What is an Earnout in an Accounting or CPA Practice Sale?
An earnout in any transaction means a seller will not receive all the money he is due until certain financial components or targets are met. A
Top Reasons CPAs and Accounting Firms Choose to Sell Their Practice
There is a myriad of reasons why anyone would sell their business. This concept also applies to the accounting practice industry, along with a few industry-specific
