Beyond the Practice “A Small Firm Owner’s Guide to Succession Planning, Maximizing Value and What Comes Next“
“Beyond the Practice” is a practical planning resource for CPAs, EAs, and accounting firm owners who want to better understand their succession, retirement, and sale options.
The guide is designed to help owners ask the right questions early: What is my firm worth? Who would be the right successor? What would a buyer care about? How transferable are my client relationships? What deal structure would best protect my financial outcome? What happens if I never sell and simply wind down?
At the same time, this guide is not meant to suggest that every owner needs years of preparation before taking action. If you are ready to sell now, there may still be strong options available. The purpose is to help you understand the process, identify the issues that matter most, and make informed decisions based on your goals, timing, and current circumstances.
Whether you are preparing to sell soon, beginning to think about succession, or simply trying to understand what the future could look like, Beyond the Practice provides a practical starting point for protecting firm value, client relationships, staff continuity, and the legacy you have built.
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Please contact us at 855-428-2225 with questions or to request a hard copy of the book.