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:
Preparing to Buy a Business
Purchasing a business can be one of the most financially and emotionally rewarding experiences of one’s life. It can also be disastrous without proper counsel
The Importance of Billing Rate in Accounting Practice Acquisition
Billing rates discussion during a practice acquisition is a common topic. If the billing rate of the buyer is materially different from the seller’s rate,
Finding the Right Buyer for Your Accounting Practice (Retention or No Retention)
There has been multiple times, where a seller approaches me in our pre-listing process to discuss his/her exit goals with me. Most of the conversations
A Sellers Market for CPA & Accounting Practices
The best time to sell your CPA or Accounting practice has mostly to do with the external factors in your life. Your health, your life/work
The Importance of Communicating with your CPA Practice Seller (Part II)
Here are some additional questions to ask the owner of the CPA practice you are considering: How much time is required to put into running
The Importance of Communicating with your CPA Practice Seller (Part I)
Buying a CPA practice is a major step and not one that should be taken lightly. When acquiring a business, you need to be sure
Selling Your Own CPA or Accounting Practice
There are a number of advantages and disadvantages to consider when it comes to selling your own practice. I have listed some below and discussed
What Goes into the Sale of a CPA Practice?
Building a successful and sustainable CPA practice is an investment of money, sweat, and tears that can go on for several decades. At some point,
Curb Appeal is Important when Selling an Accounting Practice
Since we all know there is a range of multiples, which CPA’s and Accountants sell, what determines where in the range a practice will sell?
Contract Issues when Buying an Accounting or CPA Practice
There are a number of contractual points that one should expect to encounter when negotiating a purchase agreement of an accounting practice or CPA practice.
How is a Broker Price Opinion Different from an Appraisal?
As a small business intermediary, we are constantly asked to valuate companies. Intermediaries need to make a broker price opinion (BPO) to help the owner
What are the Best Financing Options to Purchase a CPA Practice?
There’s no doubt that now is a great time to purchase a CPA practice. The tax laws have never been more complicated, and businesses will
There’s Never Been a Better Time to Own a CPA Practice
With the current state of politics in the U.S. today, it looks highly unlikely that simplification of the tax code is going to happen any
Business Acquisitions: How to Know When the Time is Right
In every successful business, the goal is sustained growth over a long period. This can be accomplished in a number of ways; growing market share
Financial Considerations of Purchasing a CPA Practice
Smart Money Week is a good time to examine the financial considerations of purchasing an accounting practice. Because CPA practices have a seasonal aspect to
Buying a Tax Practice the Right Way
The way in which a buyer approaches the purchase of tax or accounting practices can make all the difference in their financial investment. In honor
Buying a Seasonal Tax Practice
April 15th marks the end of the primary tax season for most tax professionals. Some firms have worked hard to balance out tax season with
Positioning Your CPA Business for High Sale Value
If you are considering selling your CPA practice, there are some things you can do in order to maximize the sale value of your business.