Learn More About Our Unique Process

Our many years of experience and solid knowledge base have resulted in hundreds of successful transitions. Learn how our time-tested and effective five-step process, the Seamless Succession™, can facilitate the sale and transfer of your accounting practice.

The Seamless Succession™

The Seamless Succession

Our goals for every practice we sell are to maximize the value, keep it simple and help the buyer succeed. We help you navigate a rewarding transition.

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see how it’s done

Want to maximize the value of your accounting practice and keep the sale as simple as possible? Below are the 5-steps of our unique process, the Seamless Succession™. You can also watch our video to learn more about our process and get answers to some of the most common questions that arise when selling a CPA practice.

Exploring

1 Exploring


We start with the big picture — understanding your unique goals and the key elements of your practice. We help you determine your desired timing for a sale, the strengths of your business and your vision for a successful transfer.

Pricing

2 Pricing


We help set an appropriate asking price based on key market-based factors. Proper pricing maximizes the value of your practice — for you and the buyer. Payment terms are crucial when considering value. Our pricing recommendations assume that the seller gets maximum cash at closing while the buyer takes responsibility for client retention after closing.

Marketing Multiplied™

3 Marketing Multiplied™


A strong buyer pool helps you find right-fit buyers. Years of marketing to accounting professionals combined with our efficient, proven system of identifying suitable candidates produces unmatched results. We connect you with financially and professionally qualified buyers capable of purchasing your business.

Negotiation

4 Negotiation


The Structured Negotiation™ creates maximum price with minimal effort from you. Offers flow through us, creating a well-paced and deliberate negotiation with multiple qualified buyers. Our select network of banking professionals offers buyers attractive loan options to maximize leverage and cash received at closing.

Transition

5 Transition


Once there’s an agreement, we lead and coordinate the transition, assuring a smooth transfer of clients and staff, as well as clarity for both buyer and seller about their roles and responsibilities after closing. This effectively positions the buyer to excel at leading the practice and frees the seller to jump right into focusing on retirement or other opportunities.

Ready to put your firm on the market?