Selling a Firm
Selling Before Tax Season
Even if you are thinking of selling your firm this year, it may not be top priority with tax season right around the corner. But
Christy Hudson
December 23, 2020
Selling a Firm
Macro to Micro – What Are Buyers Thinking?
After selling over 300 firms, we have spent thousands of hours talking to buyers. Buyers view firms initially from a high level perspective, then begin
Christy Hudson
March 27, 2020
Selling a Firm
Navigating the Path to Success
Finding the Right Buyer for Your Firm How will I find prospective buyers? Will my employees have a job after a sale? Will my clients
Christy Hudson
November 2, 2018
Selling a Firm
5 Reasons You Can’t Afford Not to Use a Broker!
Selling your firm is complex. Whether retiring or selling your firm to pursue other interests, there are many decisions to make when placing your business
Christy Hudson
November 2, 2018
Buying a Firm
The Emotional Side of Selling or Buying a CPA Firm-Part 4
In our final part of this series on emotions, we will conclude with the emotions of Pride and Satisfaction. Another emotion commonly experienced by sellers
Kathy Brents
October 4, 2017
Buying a Firm
The Emotional Side of Selling or Buying a CPA Firm-Part 3
We have been discussing the emotions surrounding the sale or purchase of a CPA firm or tax practice. We have addressed the emotion of fear.
Kathy Brents
October 4, 2017
Buying a Firm
The Emotional Side of Selling or Buying a CPA Firm-Part 2
As the “Part 2” of our discussion on emotions sellers and buyers experience, we will start with the emotion of fear. In the context of
Kathy Brents
July 31, 2017
Buying a Firm
The Emotional Side of Selling or Buying a CPA Firm-Part 1
We have all read numerous articles on How To Sell a CPA Firm, How To Buy a CPA Firm, or How to Value a CPA
Kathy Brents
July 31, 2017
Selling a Firm
Intangibles. What Makes Them Valuable?
It does seem odd that something you cannot see, feel or taste can have value, but intangibles, in certain instances can have great value in a sale.
Kathy Brents
June 7, 2017
Owning a Firm
Tick Tock – Managing Your Time to Increase Personal Productivity
It doesn’t matter who you are or what profession you are in, we are all subject to a constant flow of potential distractions during our
Kathy Brents
June 28, 2016
Selling a Firm
Six Steps to Success for Selling your Practice
Are you ready to make a change? Does selling your firm seem like an overwhelming task? Use these six steps to assist you in navigating
Kathy Brents
April 25, 2016
Buying a Firm
Six Steps to Success for Buyers
Benjamin Franklin once said “By failing to prepare, you are preparing to fail.” This quote applies to most anything in life including purchasing a CPA
Kathy Brents
April 13, 2016
Are You Ready to Find a Firm?
Many Firms sell quickly so be among the first to know.