Get out of your practice alive!​

We appreciate all the grueling hours and painstaking effort you spent over the years to build your practice into the successful business it is today. We also understand the concerns you may have when you begin entertaining the idea of selling your CPA practice. How do you ensure that not only are your clients taken care of, but that you get the best price for your business with the right terms for your specific situation?

We have spent years perfecting our process for valuing practices and ensuring that all parties involved are compatible and set up for long-term success. As such, we have analyzed, valued, and sold thousands of practices. As a result, we are able to apply this real-world data when analyzing a firm, providing our valuation experts with market comparisons among firms of similar size, type and location. We have case studies on each of these transactions, and are able to share this information with our clients looking for similar solutions (anonymously, of course), in addition to references that can be called directly.

To schedule a complimentary consultation with one of our valuation experts, please complete a Confidentiality Agreement and email to and we will contact you ASAP to schedule an appointment.

Firm Valuation

When determining the value of an accounting practice, our analysts evaluate the following:

Exit Strategies

  • Acquisition– Selling 100% of the equity with an exit strategy targeted between three and five years.
  • Buy-In– Selling less than 100% equity interest (usually less than a majority) to a partner for long-term growth, with an eventual exit strategy (5 to 10 years).
  • Buy-Out– Selling out one or more of the retiring partners’ interests, while the others remain with the firm. Retiring partners’ exit strategy is within one to two years.
  • Merger– Two firms joining resources, not necessarily exchanging any cash, and redistribution of equity for long-term growth and market share. These transactions usually represent long-term exit strategies (i.e. more than 10 years).
  • Smaller Firms buying Larger Firms– When junior partners do not exist (or qualify) to succeed the existing partners, having a smaller firm (with its own book of business) buy-in to a practice provides a long-term exit strategy, along with cash flow. This strategy allows the larger firm to maintain control over its practice while grooming a successor.
  • Larger Firms buying Smaller Firms– In this instance, the larger firm almost always purchases 100% of the equity. A pay-out structure that includes sharing in the upside of any growth is usually part of the deal, with an exit strategy that can be either long or short-term. In either instance, the selling partners are trading resources and an exit strategy for control over their firm.


Some of the traditional myths and practices that have characterized the M & A market for CPAs are simply defunct in the present-day, dynamic marketplace.

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Our Locations


10809 Paul Eells Dr. #1
N. Little Rock, AR 72113


7616 Fairfax Dr.
Fort Lauderdale, FL 33321

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