buying a cpa firm

Why client loyalty is a major plus when buying a CPA firm

Why Client Loyalty is a Major Plus When Buying a CPA Firm 3 Reasons why it benefits the buyer when clients have been loyal to the seller.   Here is a common statement we hear from sellers:  “My clients are really loyal to me personally and many have been with us for many, many years.   […]

Sell your cpa firm

Sell Your CPA Firm When You Have Something Pulling You Out

  Sell Your CPA Firm When You Have Something Pulling You Out   This morning, I had an interesting conversation with a 60+ year old accountant who is probably a few years away from selling his accounting firm.  He had a lot of questions about timing.  He was somewhat struggling about when he should exit […]