Succession Dilemma for Accounting Practices

The boomer populations of CPAs and accounting practice principals have started exiting their practice entities but find little hope in the traditional succession practices of the industry. Historically, senior partners inside of larger CPA firms or accounting practice firms have used a succession planning method to exit. A business broker can help you develop an…

Read the full article


When to Tell Employees and Customers About a Business Sale

Selling a business is a major decision that takes a lot of thought and pre-planning. You must prepare for the sale well in advance to ensure that you have all your ducks in a row. One of the major issues that inevitably arises when you prepare to sell a business is what to disclose and…

Read the full article


Getting the Most for Your Accounting Practice

Accounting Practice and CPA Valuation vs Fair Market Value Every CPA and accounting practice for sale is different. In addition, each potential buyer of accounting practices enters the discussion with their own set of variables that hold importance in their business plan and to them personally. This is why the true definition of “Fair Market…

Read the full article


Earn Out Transactions on Accounting Practice Sales

Should earn out transactions be allowed in the deal? As a specialty broker for accounting practice sales and CPA practice sales, we get to look at each transaction and understand the impact from both sides. There is nothing more obvious in accounting practice sales than the fact that buyers and sellers are on opposite sides…

Read the full article


CPA Continuing Education Class: Real Estate Tax Boot Camp – Phoenix AZ

This course is a `deep dive’ into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate…

Read the full article