Category: Transition & Retention

How CPA Firms Get Recommended by ChatGPT, Claude, and Perplexity
Business owners are no longer only searching Google for an accountant. They are asking ChatGPT, Claude, and Perplexity who to hire, then uploading proposals, websites, and LinkedIn profiles and asking...

Why CPA Firm Succession Starts the Day You Hire
Many CPA firm owners wait until they’re ready to retire to ask who can replace them. Susan Stutzel, CPA, business performance coach, and co-owner of Partners Coach Inc., believes that...

10x Multiple, 90% Cash at Close: Why Buyer Fit Matters in Accounting Firm M&A
One CPA firm owner received 11 offers and chose the buyer he liked best. That buyer paid above asking price even after learning the firm’s cash flow was lower than...

Inside the CPA Firm M&A Market: Private Equity, Valuation, and What’s Next
Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away...

Selling a Cloud or Virtual CPA Practice: How the Transition Actually Works
Selling a cloud accounting practice isn’t a different kind of sale. It just looks like one. That’s the real answer to a question we hear constantly from virtual firm owners:...

AI in Accounting: Our Top Episodes on the Topic Everyone’s Talking About
It feels like you can’t go a day right now without hearing something about AI. Every conference has a session on it, every software vendor is building it in, and...

The Economics of Selling Your CPA Firm
Which Path is Most Likely to Maximize Your Net Proceeds? While attending the AICPA ENGAGE conference in Las Vegas, I met with a CPA I’d known for several years. He...

How Are You Leveraging Unsolicited Buyer Interest?
One of the most interesting changes in the accounting profession over the past several years has been the amount of unsolicited buyer interest CPA firm owners are receiving. Not long...
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