Transition Readiness Assessment
How ready is your firm — really?
A confidential two-minute assessment for CPA and accounting firm owners. Six questions, a personalized readiness score, and — if you'd like it — a private conversation directly with the acquiring firm to discuss the result. Nothing is shared until you ask us to.
Fully Confidential· 6 questions · ~2 minutes
Disclosure: this assessment is provided by Legacy CPA Transitions, which operates a marketplace for CPA practice transitions. It is educational, is not a substitute for an independent valuation, and owners should obtain their own.
Question 1 of 6
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How long have you been in practice?
Tenure often shapes both value and successor expectations.
What the assessment covers
The six dimensions that shape every transition.
- Practice tenure
- Retirement horizon
- Internal successor readiness
- Team depth and stability
- Practice scale
- Owner priorities and legacy goals
A quiet next step
Begin with a confidential conversation.
A single private call about your firm and the marketplace we run. No obligation.