New York
Sell your CPA practice in New York — privately.
A confidential marketplace for CPA and accounting firm owners across New York. We represent you, protect your confidentiality, and bring a vetted group of buyers so the next chapter is yours to choose.
For New York owners
A competitive, confidential process built for New York firms.
New York accounting firms vary widely — from small Brooklyn practices to Long Island family offices to Upstate regional firms. Whatever your footprint, we run the same owner-represented process: private, competitive, and shaped around your goals.
Local reach across the state.
From Manhattan and Brooklyn to Long Island, Westchester, and Upstate, we introduce New York owners to buyers who understand the local client base and regulatory landscape.
Confidential from the first call.
No public listings, no marketing packets, and no client outreach without your consent. Staff and clients are protected throughout the process.
Multiple vetted buyers.
We represent you and bring a vetted group of buyers so you have real options and competitive tension — not a single take-it-or-leave-it offer.
On your timeline.
Whether you are exploring a sale now or planning a transition two to five years out, the schedule is yours. We move only when you are ready.
How it works in New York
A private process, start to finish.
1. Confidential conversation. We start with a private call about your firm, your goals, and your timeline. No documents are required.
2. Readiness and valuation context. If it makes sense, we review the shape of your practice — revenue concentration, staff, client continuity, and the local market — so you understand your options.
3. Vetted buyer introductions. When you are ready, we introduce your firm to a curated group of buyers who have the capacity, discretion, and fit to serve New York clients.
4. Competitive, one-timeline process. Every buyer receives the same information on the same schedule. You compare real offers and choose what fits your legacy.
Read the full marketplace explanationWhat we protect
Your reputation, your staff, your clients.
In New York's tight-knit professional communities, confidentiality is everything. A premature disclosure can unsettle staff, trigger client questions, and weaken your position. We run a disciplined process with NDAs, staged information release, and no public marketing.
We also plan for continuity — the successor's approach to client service, the transition period, and the care of long-tenured staff. Those are not afterthoughts; they are built into how we evaluate buyers and structure conversations.
A quiet next step
Begin with a confidential conversation.
A single private call about your firm and the marketplace we run. No obligation.