Tools & Guides
Free tools and guides for owners of tax and accounting firms.
Tools
Each tool takes a few minutes and gives you a specific result about your firm.
Calculator · Estimate in 1–2 business days
What is your accounting firm worth?
Enter your revenue, EBITDA, service mix, growth, and client concentration. Our team compares your numbers with multiples from real tax and accounting firm transactions and sends you a confidential valuation estimate.
Estimate your valueQuiz · 8 questions, about 2 minutes
Which buyer is right for your firm?
Answer eight questions about your goals, your timeline, and your plans for your team. You'll see which transition path fits best: internal succession, a strategic merger, a private equity rollup, or a long-term holding company.
Take the quizAssessment · 20 skills
How far along are your AI skills?
Check off what you can do today across twenty AI skills drawn from real tax and accounting work. You'll get your level, your score, and the next skill to work on.
Find your levelGuides
In-depth guides on how a firm sale works and what to expect at each stage.
Guidebook · Free download
The Owner's Guidebook to Selling Your Accounting Firm
Why owners sell and when they shouldn't, how each buyer type differs, what drives valuation and deal structure, each stage from first conversation to closing, and what changes for you, your team, and your clients after the sale.
Get the guidebookVisual guide · 3 phases
From First Conversation to Close
Every step of a sale on one page: early conversations and the letter of intent, Quality of Earnings and diligence, then closing day and post-close onboarding. Most transactions take three to four months.
See the guideVideo series · 5 parts
The Five Buyer Types, Explained
Baysora CEO DJ Dorff covers selling to your employees, another firm, an entrepreneurial acquirer, private equity, and a long-term holding company. Each video lays out the advantages, the trade-offs, and the kind of owner that type suits.
Watch the seriesChecklist · Free download
People Skills Checklist for Firm Leaders
Actions you can use right away from Justina Brown's talk, Thriving in a PE World. Use it to communicate clearly, handle difficult conversations, and run meetings that keep your team aligned through change.
Get the checklistWant to talk through your results?
A valuation estimate or quiz result is a good starting point for a conversation about your firm's future. Reach out when you're ready, and we'll keep the conversation confidential.
Start a Conversation