When it comes to selling an accounting firm, closing the deal is just the beginning. The real success of a sale lies in how smoothly the transition unfolds—for clients, employees, and both parties involved. Poor transitions often stem not from…
In times when economic headlines seem to grow more alarming by the day, it’s understandable that professionals in the accounting world might begin to second-guess their future plans. Whether you’re a seasoned practitioner looking to retire or an ambitious buyer…
1. Has the Buyer Explored External Financing? In reality, there are plenty of financing options available. It’s a wise strategy for buyers to first explore financing options through banks. Lenders often prefer businesses with reliable cash flow, and practices like…
As accounting professionals, we pride ourselves on delivering expert guidance to our clients—whether that’s in navigating complex tax codes, preparing financials, or offering strategic business advice. We’d never suggest that a client file their own taxes, handle their own legal…
If you’re planning to sell your CPA firm, be prepared—questions will come from every direction. Whether you’re speaking with potential buyers, financial institutions, landlords, or brokers, each party will want specific information. Some inquiries will be general, especially early in…
When it’s time to sell an accounting firm, most owners assume a larger firm will be the likely buyer. However, the reality is that the best fit is often an experienced individual. More specifically, it could be a local employee…