What Next? Ready to sell your CPA firm?

Selling your CPA firm? What’s next?

One of my favorite things to hear about is what our Sellers are going to do after selling their CPA firm!  I get to hear excitement, nervousness and relief, among other emotions.  We had a seller who sold everything they owned except two suitcases and moved to Spain without a place to live!  We have […]

Succession Planning

Succession Planning Tips for Those Short on Time

Succession Planning tips for those short on time.   You are likely in the thick of busy season, so we’ll be concise and to the point today.   If you own an accounting practice and want to begin marketing your firm this spring, here are three last-minute succession planning tips to focus on to help […]

succession planning for accountants

Succession Planning – The Accountant’s Estate Letter

In the past few months, we’ve gotten several requests from CPA’s for a simple letter to leave instructions to their estate executor if the need should arise to rapidly facilitate an accounting practice sale. I’m happy to say that we have prepared this letter and are happy to send free of charge. Simply go to […]

Selling a CPA Practice? Cash is King

Selling a CPA Practice? Cash is King

Selling a CPA Practice? Cash is King Have you built your CPA practice with great clients and a great team? Are your services priced well? Do you run your practice efficiently? Is your practice in a good location? If you answered yes to most of these questions, then your cash flow to owner is probably […]