Category Archives: Selling a CPA Practice

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.

Click here to download.

"Maximize Proceeds In Accounting Firm Sales"

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

Click here to download.

"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.

Click here to download.
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.

Click here to download.

"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".

Click here to download.

Additional Highly Valuable M&A Articles:

  • No NDA, No Sale. Why You Should Never Sell Your Accounting Business Without First Signing a Nondisclosure Agreement (NDA)

    Assume for a moment that you are a CPA determined to sell an accounting practice. From trade secrets to customer database lists, you are about to provide potential bidders and direct competitors with a host of confidential information. Can you imagine freely handing over these critical pieces of strategic information with no protection for yourself […]

  • Selling Your CPA Firm to a Millennial

    Most people have heard the stereotypes about millennials – that generation born after 1980. Lazy. Narcissistic. Disloyal. Entitled. Only interested in positive feedback. They care more about money than meaning, and are married to their smartphones. But is this true? And what if a millennial wants to buy your CPA firm? Should you sell your […]

  • Addressing Employee Non-Compete Agreements in Accounting Practice Sales

    Whenever Accounting Broker represents the seller of an accounting practice, we coach that seller to have non-compete agreements in place with the accounting practice’s employees. This helps to protect the practice from employees leaving and taking clients of the firm with them when they leave. Without non-compete agreements, a potential buyer of the practice would […]

  • Are You Really Ready to Sell?

    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 […]

  • Critical Questions for CPAs Selling a CPA practice

    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 […]

  • Buyer Due Diligence Process from the Seller’s Perspective When Selling an Accounting Practice

    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 Psychological Aspects of the Sale

    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 […]

  • Due Diligence – The Decisive Data Points

    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 […]