Practice Valuation
What your firm may be worth in a private, competitive process.
Valuation is a conversation, not a formula. We share the drivers that shape what serious buyers in our vetted group tend to pay for practices like yours — and the levers that can strengthen the number before a transaction.
Disclosure: this page is provided by Legacy CPA Transitions, which operates a marketplace for CPA practice transitions. Any valuation view we share is educational, is not an independent appraisal, and is not a substitute for a third-party valuation professional retained by you.
Most valuation guidance ends at a multiple of revenue. Ours begins there. The multiple you hear at a conference is a starting point — the number that actually shows up in a deal is shaped by six drivers, and each one is something we can address together over months or years.
Revenue quality
Recurring engagements, client tenure, and fee stability.
Client concentration
Diversification across industries and revenue sources.
Staff continuity
Depth of the team beyond the owner and post-transition retention.
Owner dependence
Transferable client relationships and documented processes.
Workflow maturity
Documented procedures, tech stack, and repeatability.
Financial hygiene
Clean books, current fees, healthy realization.
A note on structure
The right structure often matters more than the top-line number.
Retention terms, payout schedules, tax treatment, and continued involvement all shape what you actually receive — and what continues for your clients and staff.
A quiet next step
Begin with a confidential conversation.
A single private call about your firm and the marketplace we run. No obligation.