Category: Seller Considerations
Selling your CPA firm? What’s next?
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...
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...
Succession Planning – The Accountant’s Estate Letter
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...
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...
The Role of a lawyer in an accounting practice sale
The Role of a Lawyer in an Accounting Practice Sale In an accounting practice sale, your lawyer can be a “Deal Maker” or a “Deal Breaker”, which one do...
Build your accounting practice to sell it.
Build your Accounting Practice to Sell It If you are familiar with The 7 Habits of Highly Effective People by the late Stephen R. Covey, you may know that one...
Why growing your CPA practice should be part of your succession plan
1. Growing your CPA practice will help attract buyers when you go to sell. The trend is your friend. Buyers want to see a sustainable, steady increase in revenue and...
Top 5 Insider Tips to selling your CPA firm
Top 5 Insider Tips to Selling your CPA Firm People often ask us: “How long does it take when selling your CPA firm?” Most frequently our answer is, “It depends”…...
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