Articles

What to Expect When Meeting with Potential Buyers Meeting with buyers is a big step in your sale journey. After your firm profile has been prepared and approved and our marketing efforts have sparked interest from potential buyers, we work with those......

Dale Carnagie once said, “when dealing with people, remember you are not dealing with creatures of logic, but creatures of emotion.” What Exactly Is an Emotion? For today’s discussion on seller and buyer emotions we need to define what an emotion rea......

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 to make sure that both parties achieve the best possible outcome. We’re going to cover consideration......

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 with the same goals should yield a successful, smooth transition, but it is not without potential pi......

Many years ago when I started working in public accounting, it was not acceptable to do much marketing. It had to be considered “tasteful marketing” and we could certainly not say we were an expert! We did not have opportunities for advertising such ......

In speaking with several hundred buyers in the course of the last 19 years, we have listened and understand what is most important to you. Great location Buyers prefer locations that offer easy access, ample parking, and have great visibility. These ......

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 if selling is part of your new year, NOW is the time to list. We can get the listing set up and work with buyers behind t......

After selling over 325 firms, we have spent thousands of hours talking to buyers. Buyers view firms initially from a high level perspective, then begin to drill down to the finer details as the search for the right firm progresses. Buyers will meet w......

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 be well taken care of by the new owner? Will I choose the right buyer for my business? How will I be paid for my bu......

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 on the market. Working with a Certified Business Intermediary (CBI) during the process will all......

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. We can all relate to hard assets such as land, buildings, cars, or equipment, but intangibles are hard......

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 work day. Some may be short detours, and some may blind side us causing us to ask, “Where did this day go!” The pr......