Selling Before Tax Season

Dice that say do it now

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 the scenes while you … Read more

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 on the market. Working with a Certified Business Intermediary (CBI) during the process will allow you to benefit from their knowledge and experience. Following are 5 reasons you should use … Read more

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. The next emotions we will address are Excitement and Sadness.   Sellers will generally vacillate between these two emotions often.  As excited as they are about the possibilities of enjoying retirement … Read more

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.  We can all relate to hard assets such as land, buildings, cars, or equipment, but intangibles just are very warm and fuzzy.  Trademarks, patents, copyrights, and goodwill are a few examples of intangibles … Read more