While thinking about my path to retirement, I started watching the ads for Accounting Biz Brokers in the MACPA Statement. Kathy and Christy seemed approachable and knowledgeable from their marketing materials and my assessment was correct. I reached out to them initially with a few questions, then followed up about six months later when I was ready to sell my practice .
They were efficient in gathering the info needed to prepare a confidential listing and they were successful in screening multiple expressions of interest and finding several potential purchasers. They helped identify and close the best deal and I found them invaluable. I could never have completed the sale successfully on my own!
My firm has been transitioned to the new purchaser and she is doing an amazing job because she was the perfect fit for my client base.
Thank you Kathy and Christy.