CPA Practice M&A Insights: Expert Guides & Market Analysis

Read Our Featured Articles in the Journal of Accountancy and Other Accounting Industry Publications:

"Bank-Financing An Accounting Practice Sale"

Read our featured cover article, “Bank-Financing An Accounting Practice Sale” in the Journal of Accountancy.

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"Maximize Proceeds In Accounting Firm Sales"

Read our featured article, "Maximize Proceeds In Accounting Firm Sales" in the Journal of Accountancy.

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"Navigating the Path To Success In Accounting Practice Sales"

Read our featured cover article, "Navigating the Path To Success In Accounting Practice Sales" in the Journal of Accountancy.

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How To Keep Clients After An Accounting Practice Sale

"How To Keep Clients After An Accounting Practice Sale"

Read our featured cover article, "How To Keep Clients After An Accounting Practice Sale" in the Journal of Accountancy.

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"Avoid the Mistake of Choosing the Wrong Buyer"

Read our featured article, "Selling your Accounting Practice? Avoid the Costly Mistake of Choosing the Wrong Buyer, in Today's CPA".

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Additional Highly Valuable M&A Articles:

  • What Makes CPA Practices Irresistible to Premium Buyers

    You’ve been working for somebody else for years, and now you’re ready to buy and manage your own CPA firm. But when you start comparing CPA practices for sale, you can easily get confused. Which one will be the best and most profitable fit for you? Here are a few factors to consider when shopping […]

  • 2025 SBA Loan Terms for CPA Practice Acquisitions Explained

    When buying a CPA firm, many people turn to lending programs backed by the Small Business Administration (SBA). When compared to many conventional lending programs, SBA-backed loans offer flexibility, longer terms, and potentially lower down payments. Many buyers of CPA practices can take advantage of the SBA’s most popular loan program, the SBA 7(a). Preferred […]

  • CPA Practice Valuation Methods: Calculate Your True Worth

    Since each CPA practice is unique, it’s crucial to take the time to correctly value a CPA practice. All too often, a CPA devotes decades of work to his or her company, then offers the practice for sale for much less than it’s worth. Since the accounting practice is probably their largest asset, retiring CPAs […]

  • The CPA Practice Sale Readiness Assessment: Are You Prepared?

    It is just after tax season, that annual lull in activity before more deadlines are hanging over your head just around the corner. You might be saying to yourself, “I need to spend more quality time with the grandkids and do some fishing up country. I’m more than ready!” But are you really? There is […]

  • 12 Critical Questions Every CPA Must Answer Before Selling

    Making a deal for a CPA practice for sale always carries inherent risk. If you are reading this, you are more than likely an accountant. Therefore, it is in your DNA to do what is necessary to at least minimize, if not altogether avoid, risk. Unfortunately, when it comes to selling an accounting firm, many […]

  • Surviving Buyer Due Diligence: A CPA Seller’s Preparation Guide

    You made the decision to sell your CPA firm and now you’ve found a promising prospective buyer. Hopefully, you have already required the buyer to sign a nondisclosure agreement. As a knowledgeable professional, you understand any buyer will need to perform their due diligence on your firm. But when it’s actually happening, it can sometimes […]

  • Managing the Emotional Journey of Selling Your Life’s Work

    Buyers looking to acquire a CPA practice for sale have already done the deep analysis and concluded that to receive financing, efficiently achieve their profit goals, and create the level of earnings to support their desired lifestyle, buying an already established firm is the smart move. Assuming the accounting practice for sale is on solid […]

  • The 47 Critical Data Points Every CPA Buyer Will Examine

    Make no mistake. The buyer due diligence process in accounting firm sales is an inspection to corroborate the material aspects asserted by the seller of a CPA practice in the comprehensive financial information provided by the seller to the buyer. Due diligence is also typically performed related to certain information provided by the buyer to […]

  • Your First Week Post-Sale: A CPA Owner’s Transition Guide

    The first day after selling your CPA firm will probably be very odd. You wake up and get ready to go into the office just like every day for the last 20-plus years. Suddenly you remember: You sold your practice! Life as you know it is radically shifting. Your future is suddenly unknown, which can […]

  • Managing Your CPA Practice During M&A: The Seller’s Time Guide

    After spending many years diligently building your CPA firm, you have decided it is time to close this phase of your life and pursue your dreams. You may wonder how much time it will take to sell your practice. Even if you take the wise step of hiring a specialty business broker, some phases in […]