Sell your CPA firm
Sell Your CPA Firm for What It Is Worth.
Buyers for CPA Firms businesses pay for specific things. We know what they are, what they will finance, and how to present your company so the right buyer says yes.
Confidential. No cost. No obligation.
- Confidential from the first conversation
- Buyers are screened before they see your business
- 10+ markets. Deals nationwide.
- 4.9 stars across 134 Google reviews
CPA Firms
What Buyers Pay for in A CPA Firm.
An owner must fix severe client hoarding and personal relationship dependency by actively delegating the firm's top 20% of high-value client accounts to senior staff members at least 12 months before a sale, preventing client defection during the transition.
What Buyers Look For
Buyers pay a premium for recurring annual compliance revenue (such as corporate and individual tax prep, or outsourced CFO/CAS services), a high average fee per client (ARPU), and an experienced team of credentialed CPAs and senior accountants.
What They Will Finance
Lenders will finance cash-flow-backed SBA 7(a) acquisition loans—which often utilize a tiered earn-out structure to account for client retention—and specialized working capital lines of credit to bridge seasonal cash flow gaps between Q4 and Q1.
What Raises the Price
The price of a CPA firm is raised by transitioning from traditional hourly billing to fixed monthly value-pricing or subscription retainers, lowering client concentration so no single engagement exceeds 10% of revenue, and maintaining a tech stack completely integrated into the cloud.
Typical add-backs in the accounting industry include the partner-owner's excess draw above the market-rate salary for a managing CPA, personal AICPA or state society dues, continuing professional education (CPE) travel perks, and one-time legacy software termination fees.
Confidential. No cost. No obligation.
Start here
Three Questions. Then We Talk.
Answer what you can. Skip what you cannot. An advisor reviews your answers and reaches out to set up a confidential call.
- No cost, no obligation, no listing
- Nothing is shared without your permission
- Takes about a minute
Straight answers
The Questions Every Owner Asks First.
If you are thinking it, someone has asked it. Here is what we tell them.
Will my employees, customers, or competitors find out?
No. Buyers see a blind profile first, with no name or location. They sign a confidentiality agreement before they learn which business it is, and they are screened before that. Your team hears it from you, when you decide.
What does it cost to find out what my business is worth?
Nothing. The first conversation and the valuation are free, with no obligation. If you decide to sell with us, we explain our fee before you sign anything.
How long does it take?
It depends on the business, the price, and the buyers active in your industry. We tell you what to expect on the first call, and we tell you if the timing is wrong.
I'm not ready to sell yet. Should I still talk to you?
Yes. The best time to understand what your business is worth is before you need to sell it. One conversation now shapes what you do over the next two years.
What is my business actually worth?
What a qualified buyer will pay. That depends on earnings, industry, risk, and how well the business runs without you. A listing price nobody pays is not a valuation.
Can't I sell it myself?
Some owners do. Most leave money on the table or lose the deal in due diligence. We run sales for a living. Most owners sell once.
Ready when you are
Know What Your Business Is Worth. Then Decide.
Confidential. No cost. No obligation.