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:
Using An Intermediary In A Third Party Sale
So what if you’ve never sold a business before? Who better to lead the sale process than the guy who knows far more about the
Customer Concentration with an Accounting Practice Sale
Can I sell my CPA practice if I have customer concentration issues? Customer concentration issues in a CPA or accounting practice purchase transaction follow many
Challenges of Selling
I have heard it said that when you go looking for only one item, you could only possibly find one item that will suffice. If
CPA Practice Transactions: What the Buyer Should Know Before Closing the Deal (Part II)
Continuing from Part I of our series on CPA practice transactions, here are four additional areas of the practice the buyer needs to analyze before
CPA Practice Transactions: What the Buyer Should Know Before Closing the Deal (Part I)
With the Baby Boomer generation beginning to reach full retirement, there is an abundance of accounting practices available for acquisition. For CPA’s working for another
Value Billing vs Hourly Billing
Value Billing vs Hourly Billing: Its effect on the sale of CPA practices and Accounting Practices Determining the market value range of CPA or accounting
Visa Qualified Businesses: Rules for Foreign Entrepreneurs that Want to Invest in the U.S. (Part II)
Continuing from Part I of our discussion of visa-qualified businesses for foreign investors, here are the other two general rules for the business and individual
Visa Qualified Businesses: Rules for Foreign Entrepreneurs that Want to Invest in the U.S. (Part I)
For most of the world, America is seen as the “land of opportunity.” There is no better way for an immigrant to experience the American
Who Will Buy My CPA Practice?
When someone considering a sale of their CPA/accounting practice begins a discussion about exit, the conversation almost always turns to the kind of buyer that
2012 Succession Survey for CPAs: Practice Continuation Agreements (Part 4)
There are many nuances to selling your accounting or CPA practice that you should consider prior to the sale. One of the items that should
Three Important Considerations when Buying a CPA Practice
Buying into a new business can be an exciting time in your life. Often, just the thought of owning and operating a business and being
The Importance of Good References when Selling a CPA Practice
When it comes time to put your CPA practice up for sale, you need to do all you can to ensure that you receive top
CASHFLOW, it’s really, really important
In Real Estate, the saying is LOCATION, LOCATION, and LOCATION. Now that saying is definitely true but how about in business? Well it’s partially true,
2012 Succession Survey for CPAs: Practice Continuation Agreements (Part 3)
We have been discussing the results of the 2012 succession survey for sole practitioners completed by the AICPA. The respondents are sole practitioners with or
2012 Succession Survey for CPAs: Practice Continuation Agreements (Part 2)
In Part I of this series, we discussed the 2012 succession survey for CPA’s. We have previously blogged on Practice Continuation Agreements (PCAs). For more
2012 Succession Survey for CPAs (Part 1)
In this three part series, we will discuss the 2012 succession survey for CPA’s. The annual succession survey completed by the AICPA has been recently
EBITDA, SDE, or Free Cash Flow as the Valuation Multiple Targets
Whether you are an appraiser, business intermediary, or M&A expert, you will run into the terms listed above regularly. There is so much misuse of
Build Value inside a CPA Practice before Selling
Most CPA’s have heard that valuation multiples for accounting practices and CPA practices are based on gross recurring revenue and range between 75% and 150%