Accounting Practice Brokerage
CPA Firm Broker
An accounting practice is bought for its recurring client relationships and retention. We broker CPA firms with deal structures that protect your clients, your legacy, and your final payout.
90%
Deal Close Rate
3000+
Active Buyers
National
Reach & Network
CPA Practice Sales, Done Right
Accounting firms trade on recurring revenue and client stickiness. A book heavy with monthly write up, payroll, and advisory work is worth more than one built on once a year tax returns. Deal structure matters as much as price, because retention clauses, earnouts, and transition periods determine how much of the headline number you actually keep. We broker CPA firms with structures that keep clients in the chair and money in your pocket.
Recurring Revenue Focus
We separate recurring engagements from seasonal tax work and price your firm on the durable base buyers value most.
Retention Aware Structuring
We negotiate transition periods and retention terms that protect your payout without trapping you for years.
Qualified Buyer Network
From solo CPAs expanding to regional firms and roll-ups, we connect you with buyers who can service your clients well.
Legacy and Staff Protection
Your clients and staff are part of your legacy. We prioritize acquirers who will treat both with care.
What Determines Your Practice Value
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Mix of recurring monthly work versus seasonal tax preparation
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Client retention history and average client tenure
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Revenue per client and concentration risk
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Advisory and higher margin service lines
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Staff depth and whether the firm runs without the owner
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Fee realization and billing hygiene
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Software, workflow systems, and how transferable they are
How We Sell CPA Firms
1. Valuation
We analyze your revenue mix and retention to deliver a defensible value and a realistic view of deal structure.
2. Packaging
A confidential profile that highlights recurring revenue, client quality, and a clean transition path.
3. Marketing
Private outreach to qualified acquirers who can absorb your clients without service disruption.
4. Close
We negotiate price, retention, and transition terms and manage diligence to a clean close.
CPA Firm Broker FAQs
New to the process? Read our complete guide to selling a CPA firm or accounting practice, covering valuation, pricing, confidentiality, buyer financing, and closing.
Ready to Sell Your CPA Firm?
Start with a confidential valuation. You will understand what your practice is worth, how retention affects the payout, and how to structure a transition your clients trust.
Working With Us Is Easy
We've Made the Process Simple & Pain-Free
Call Now or Click Below
Call (800) 845-0188 or contact us here.
We'll Discuss Your Situation, Timeline & Goals
Phone, email, text or meeting in person, we'll do whatever it takes
You'll Engage Us for Services
We'll formalize an agreement and it will be full-service from here on out with a level of professionlism and communication that will blow you away!
Sold!
You now have peace of mind that your business was sold your way to the right buyer.