Ready to Buy a CPA Practice

How to Know if You are Ready to Buy a CPA Practice

How to Know if You Are Ready to Buy a CPA Practice   Are you thinking about buying a CPA practice? Would you like a tool to assess your readiness? We developed just such a tool and called it our Buyer Scorecard. We took our database of buyers and pulled out the people who had […]

cpa practice buyer letter

An Open Letter to Our Next Great Buyer

An Open Letter to our Next Great CPA Practice Buyer Dear Buyer, I am already looking forward to working with you. One of the best parts of this job is finding a good match between great CPA practice buyers and sellers. We are going to get to know each other well over these next few […]

Accounting Practice Buyer

Accounting Practice Buyer Cash Flow 101

Accounting Practice Buyer Cash Flow 101   We have three major goals for every accounting practice we sell: Maximize the practice’s value. Keep the process simple. Help the buyer succeed.   One major way to help accounting practice buyers succeed is to have them get cash flow right in year one.    Cash is the […]

Timing Your Exit CPA Firms for Sale

Timing Your Exit-CPA Firm Succession Planning

Timing Your Exit – CPA Firm Succession Planning This article first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA     When owners of CPA firms first begin to think about succession planning, the most important decision they need to make is when to bow out. Too soon, and the owner […]