Planning to Sell

Your CPA Practice?

We Guarantee Top Dollar and a Hassle-Free Process 

GET A FREE STRATEGY SESSION NOW!

Your practice represents your life’s work. You’ve devoted your time, money, and energy to building and running it. Now, you’re ready to sell your practice and transition to the next chapter of your life. 


Selling your practice can be time-consuming and stressful. You want the biggest financial benefit, but you also want to ensure that the buyer shares your values and will take care of your clients and staff as well as you have all these years. 


And of course, you want a smooth, hassle-free process.   


We work with you to fully understand your firm, how it operates, your values, your goals, and the legacy you want to leave behind. 


We help you maximize the value of your practice by turning it into a well-oiled, turnkey firm that will sell for top dollar. Calling on a robust network of buyers, we arrange the sale of your practice in a collaborative and supportive manner and walk with you through the entire process. 

What makes us different: 

Our hands- on, “white glove” approach:


Transitioning to the next chapter of your life is one of the most important steps of your professional career. We take it as seriously as you do. We’ll take the time to get to know you and your goals, needs and expectations, and we’ll be there every step of the way, from showcasing your firm’s advantages to helping you negotiate the best deal with the perfect buyer. 


And we’ll keep you in the loop throughout the entire process without distracting you from operating your firm. 

We’ll maximize the value of your practice.


We implement our 90-day signature program, “The Practice Value Maximizer,” which will raise the value of your practice and provides you with the greatest financial benefit. We have identified five key areas that a qualified and serious buyer will desire to confidently pay top dollar. And we’ll help you implement them to for the greatest return 

Our practical knowledge of the CPA industry.


Our background owning and growing a successful accounting firm for 25+ years and being a growth advisor to thousands of firms for more than a decade has given us the experience we need to help you to grow and create your own turnkey firm. 


We’ve been on the selling side and understand your desire for a hassle-free selling process. We’ve also been on the acquisition side, so we know what buyers are looking for. 


We bring our years of practical knowledge and experience to help you sell your firm for top dollar.  

Who We Are Right For

  1. You would like to sell your firm within a year for the best possible price. 
  2. You can devote five hours per week for three months to working with us. Together we’ll maximize the value of your practice. 
  3. You’re passionate about selling your firm to the right buyer, one who will take care of your clients and your team. 

Who We Are NOT Right For

  1. You don’t mind working with a broker who will post your listing on their website and market it to unscreened buyers. 
  2. Off-loading your practice quickly is more important than maximizing its value and selling for top dollar.
  3. You are content working with a hands-off broker who expects you to deal with the whole process while simultaneously operating your busy practice. 

The Path to SELLING Your CPA Practice is Simple

Schedule A Free Consultation 


Schedule a consultation to discuss your goals, needs and expectations. When we meet, we’ll share our unique approach and go over our entire process. Together, we will assess if we are a good match.   

Maximize the Value of your Practice 


To maximize the value of your practice and provide you with the greatest financial benefit, we’ll implement our 90-day Practice Value Maximizer Program. This “done with you” program identifies opportunities within 5 key areas that will make your practice appealing to prospective buyers. 

Find the Perfect Buyer 


Once we have optimized your practice, we’ll showcase it to its best advantage. Our screening process ensures that we get you in front of the most qualified buyers. We’ll continue to work with you well after the ink has dried on the selling contract. 

Enjoy the Next Chapter of your Life 


Once we have optimized your practice, we’ll showcase it to its best advantage. Our screening process ensures that we get you in front of the most qualified buyers. We’ll continue to work with you well after the ink has dried on the selling contract.