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Discover valuable insights, expert advice, and practical tips to help you navigate the challenges and opportunities in your transition journey. Our blog is your go-to destination for fresh perspectives, actionable strategies, and inspiration to empower your next steps.
CPA Practice Transition
Learn essential steps for a successful practice sale.
Explore our latest articles and gain the knowledge you need to start your journey with confidence!
When should I start planning the transition of my CPA practice?
The best time is sooner than most realize. It gives you room to think strategically, protect your legacy, and avoid fire-sale scenarios.
Wondering where to start? Let’s talk about your ideal timeline—Schedule a free, no obligation call.
How can I make sure my clients and staff are supported after I step away?
Successful transitions are built on early, honest communication and thoughtful planning. From segmenting your clients to prepping your team, every step matters.
Need help mapping out your strategy? We’d love to walk you through the process—Book a discovery call with a fellow CPA.
Should I consider selling to a non-CPA buyer?
It depends—but most retiring CPAs find the best fit (and peace of mind) with someone who understands the business inside and out. Operators understand operators.
Let’s explore the pros and cons for your situation—Connect with a fellow CPA.
What’s my CPA practice actually worth?
It’s not just about revenue multiples. True value lies in your relationships, team, and reputation. A buyer who sees that is worth holding out for.
We can help you get a clear, no-pressure picture of your firm’s value—Schedule a confidential chat.
What if I’m not ready to fully retire yet?
No problem. Many CPAs opt for gradual transitions, shifting into advisory roles or part-time work during the handoff. Flexibility is key.
Curious about how that could look for you? Let’s talk options—Book a call today.