For both Buyers and Sellers, purchasing or selling a CPA firm can be a complex process. This article provides an overview of the steps required
Closing is complete and the task of getting the clients and employees settled in with the new owner begins. Seller and buyer working closely together
Long years ago when I started working in public accounting, it was not acceptable to do much marketing. It had to be considered “tasteful marketing”
In speaking with several hundred buyers in the course of the last 17 years, we have listened and understand what is most important to you.
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
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
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
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
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
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.
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
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
