Navigating succession is no easy feat, but our team’s proven knowledge and trusted experience can be a guide to making this process seamless


Getting an Accounting Firm Ready for a Sale

Your accounting firm is probably one of your largest assets, and a little planning can help you make the most of it. Do the obvious things when getting an accounting firm ready for a sale. They do in fact make a difference.

Accounting Practice Sales-Price and Terms Comparison

Price and terms are an unbreakable pair. You cannot discuss one without the other. That said, it is extremely tempting to put more weight on the price. A lot of accounting practice owners we speak with underestimate the difference terms do make in the sale.

Podcast – Selling a CPA Practice – A Conversation with Jim Alkire About His Exit Experience

Learn from a previous PGA seller about what it was like to successfully go through the Seamless Succession™ process. (24 min. podcast)

What Would Happen if You Started Working Less?

Owner hours directly impact the value of a practice: if all things are equal, buyers prefer to buy an accounting practice with fewer owner hours. Current owners should embrace this trend for several reasons. 

Why Successful Accounting Practices Sell for Cash

In the overwhelming majority of cases, owners of profitable accounting practices can get all cash or all cash equivalent terms at closing-with absolutely no contingencies after closing. We discuss why fixed-price deals help to create superior transition results post-close.

5 Important Concepts for Successful Accounting Practice Transitions

Accounting Practice Transitions can be extremely successful when handled with reasonable care and common sense. That said, some of the basics can be elusive in practice.

Accounting Practice Sale – Internal vs. External

Accounting practice sales are different for small firms so succession planning for small firms should be different too. The fewer partners and employees a firm has, the more difficult an internal succession is likely to be.

How Value Pricing Impacts the Salability of Your Accounting Practice.

How does having value-based pricing impact the salability of your firm?

Not seeing what you’re looking for?

You can find many other informative articles on our blog and seller resources page.