Thinking about selling your accounting firm?
Start here.
Get your free guidebook created by seasoned operators who’ve supported over 100 firm transitions. Learn everything you need to know about the selling process, choosing the right buyer, valuation factors, life after the sale, and more.
Download the definitive guide for firm owners
What you'll learn:
Who’s Buying and Why It Matters
Understand the five types of buyers, and which ones align best with your goals.
What Your Firm Is Worth (And How to Increase It)
Break down the real valuation drivers from EBITDA to deal structure.
The 3-Stage Process to Sell Your Firm
Demystify every step: pre-LOI, due diligence, and post-close transition.
What Life Looks Like After You Sell
Set expectations and plan your ideal future whether that means stepping back or staying involved.
Who this guide is for
This guide was written for owners of established tax and accounting firms who are beginning to think seriously about what’s next — whether that means growth, succession, or a sale.
You might be:
- A solo founder carrying most of the firm’s weight and wondering how long you want to keep doing it.
- One of several partners navigating alignment, equity splits, or different retirement timelines.
- Still growth-oriented, but increasingly aware of the limits of time, staffing, or capital.
- In transition, mentoring the next generation or slowly stepping back.
What's inside the guide
This guide simplifies the process of selling your firm into clear, practical steps. You’ll learn how to evaluate buyers, understand valuation, navigate a deal, and plan for life after the sale.
Here’s what’s included:
Why you would sell your firm
- 5 big reasons
- Why not
Your options in a buyer
- Junior Partners
- CPA or Accounting Firm
- Traditional Private Equity
- Entrepreneurial Acquirer
- Long-Term Holding Company
- Status Quo
What is your firm worth?
- Structure of a sale
- Valuation factors
The process of selling
- What’s an LOI?
- Pre-LOI
- Post-LOI
- Close / Post-Close
Life after the sale
- Owner control and involvement
- Your team and culture
- Client relationships & engagement
- Growth and support
Conclusion
Understand the complete process of selling your firm
Download the guide and gain greater clarity about what a sale could look like for you and your firm.
Tax & Accounting Partners
Baysora partners with boutique tax and accounting firms to build a confident path forward, ensuring your firm thrives for years to come.
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