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:
Important Considerations when Valuing a CPA Firm for Sale
Selling an accounting practice is a complex endeavor. The typical sales process will involve several steps over the course of multiple months before the transaction
Ways to Give Thanks to Your Employees During the Holidays
The holiday season is a great time to adopt a grateful mindset and reflect on all the ways we have been blessed, especially as entrepreneurs.
Important Considerations When Purchasing a CPA Firm
There are several potential advantages to buying an existing accounting firm rather than starting one from scratch. With an existing firm, much of the risk
How to Pre-Qualify Prospective Buyers for Your CPA Practice
Selling a CPA practice can be a full-time job in and of itself. Once you have made the decision to exit your practice, you must
How to Find Serious Buyers When Selling Your CPA Practice
At some point, most CPAs reach the point when it is time to sell their practice. Retirement, health or family issues, whatever the case may
CPA or Accounting Firm Valuation
When trying to find the worth of your business, remember there is no magic formula to “finding your accounting firm valuation in 5 minutes or
Common Misconceptions When Selling a CPA Practice
When selling a CPA practice, many CPAs view the transaction similarly to selling a house or other piece of real estate. However, since the average
4 Mistakes to Avoid When Selling Your Business
Deciding to sell a business can be a fantastic decision! However, the process is complicated, stressful, and relatively unexplored by business owners. These are 4
How to Exit From Your Franchise Successfully
In America, we celebrate our freedoms and independence. Unfortunately, some entrepreneurs feel anything but independent from the burden of a franchise they regret buying into.
CPA Continuing Education Class – Phoenix AZ
Are you looking for continuing education courses for accountants & CPA’s? The Arizona Society of CPAs of Arizona is offering courses for individuals looking for
When Is The Best Time To Sell My CPA Practice?
Selling an accounting practice (or any other type of business) is a difficult decision. With so many years and so much time and money invested
Continuing Education Class Federal Estate and Gift Tax Returns Phoenix AZ
Are you looking for continuing education courses for accountants / CPA’s? The Arizona Society of CPAs of Arizona is offering courses for individuals looking for
4 Common Mistakes in Selling a CPA Practice
CPA’s spend most of their careers working diligently to build their practices. However, many do not devote proper attention to their exit plan. When it
Business Networking Event in Phoenix Arizona
Come participate in this monthly business networking event to connect and mastermind with other business professional in the Phoenix area. If you are looking to
How to Prepare a CPA Practice for Sale
Selling your CPA practice is a major step. Putting your accounting firm up for sale involves proper planning to ensure you receive a good price
Why Large Accountancy Firms Carry Higher Valuation Multiples
I often get asked questions on valuation methodology for accountancy firms or CPA practices. There are many variables that get considered in a valuation, attrition
Wealth Management Premium When Selling Accountancy Firms or CPA Practices
Over the last two of three years, there has been an increase of private equity players pursuing accounting firms that are in the wealth management
Limit the Downside Retention Risk for Principals Selling Accountancy Firms or CPA Practices
Most sellers of accounting practices and CPA practices would prefer to get a cash payout at close. The reality is that rarely happens. Buyers perceive