Blog Posts

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Selling Your CPA or Tax Practice FAQs

If you are considering selling your Accounting or Tax practice, you most likely have a few questions. From your office equipment to all the necessary legal documents, there are a few things a seller will need to consider. Here, we break down some of the most frequently asked questions by Accounting & Tax practice sellers. […]

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Selling Your Accounting Practice: Do’s and Dont’s

Selling your Accounting or Tax firm can be an exciting and rewarding time. However, there are a number of things sellers should know from the start- a list of do’s and don’ts to ensure a smooth transaction occurs for both you and your practice’s buyer. Selling Your Practice Do’s Settle Any Employee Issues If you […]

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6 Ways to Increase the Value of Your CPA or Tax Practice

If you are pondering the idea of selling your CPA or tax practice, you may be wondering how you can maximize the selling price of your firm. After all, you’ve likely invested years into building your practice from the ground up, and thus, want to ensure you receive the highest dollar amount possible. Here, we […]

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What to Look for When Buying an Accounting or Tax Practice

If you are looking to expand your accounting or tax practice, you may be considering purchasing an existing firm. Purchasing an existing firm can have numerous advantages when compared to starting a brand new practice, including having immediate access to a list of clients. In order to find the right accounting or tax practice to […]

A jar of money with green plants growing from the inside alongside a stack of change.

Factors That Affect The Value of Your CPA or Tax Firm

Deciding to sell your CPA or tax practice can be a complex and difficult decision. A seller will need to consider multiple factors that can impact the final sale price of their firm. If you are considering selling your CPA or tax practice, you may be wondering what factors can impact the value of your […]

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How to Value Your CPA or Tax Firm for Sale

After managing the day to day tasks of your CPA practice for years, you may be considering selling your firm. Whether you are retiring or looking to move onto another venture, selling your CPA practice can help ensure your clients are taken care of and that you receive a fair sale price for your time […]

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