Guides
How to sell an accounting firm — without giving up your legacy.
These guides answer the questions we hear most from CPA and accounting firm owners in New York, New Jersey, and Connecticut. No sales pitch, no jargon — just the substance we would want if we were in your chair.
Pillar guide
12 min readHow to sell an accounting firm: a step-by-step guide for owners
The full arc — from first quiet conversation to signed deal and client transition — written for owners who have never sold a firm before.
Valuation
9 min readHow to value a CPA practice (and what actually moves the number)
Why 'one times revenue' is a myth, the six drivers serious buyers actually pay for, and how deal structure often matters more than the headline multiple.
Timing
7 min readWhen is the right time to sell your CPA firm?
The four signals that tell you the market — and your firm — are ready, and the traps that push owners to wait one busy season too long.
Succession
10 min readCPA firm succession planning: a 3-to-5 year playbook
How to build a firm that is worth more and easier to transition, whether the successor is internal, external, or still unknown.
A quiet next step
Begin with a confidential conversation.
A single private call about your firm and the marketplace we run. No obligation.