If you’ve ever wondered what it really takes to sell your accounting firm—or what it’s even worth—this guide is for you.
Introducing The Owner’s Guidebook: Everything You Need to Know About Selling Your Accounting Firm.
A free, comprehensive resource built specifically for firm owners, partners, and founders who are exploring growth, succession, or a potential sale.
We’ve supported more than 100 firm transitions. And we kept hearing the same thing:
“We had no idea what to expect.”
“I wish I had a roadmap before starting.”
“It’s hard to get straight answers.”
So we put everything we’ve learned into one practical, stage-by-stage guide.
Inside the guide, you’ll learn:
Who’s Buying and Why It Matters
Break down the 5 types of buyers—and which align best with your goals.What Your Firm Is Worth
Go beyond EBITDA. Understand the real drivers of valuation and how to increase it.How the Deal Process Actually Works
From pre-LOI to due diligence to post-close, we walk through each step.What Life Looks Like After the Sale
Whether you want to step back or stay involved, set realistic expectations and plan accordingly.
Who it’s for:
This guide was written for owners of established tax and accounting firms—especially those thinking seriously about what’s next. Whether you’re flying solo, part of a partner group, or already in transition, this resource will help you plan your next move with clarity.
Download the Owner’s Guidebook
It’s clear, actionable, and free. No fluff. No jargon. Just a better way to plan for your firm’s future.
