Insights

Multi-Partner Firms: How to Align Your Partners Before You Go to Market

We have watched it happen often enough that it stopped feeling like bad luck. A deal that...

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The CPA Firm M&A Market in 2026: What Sellers and Buyers Need to Know

Today’s CPA Firm M&A market looks different than it did even six months ago. The most...

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Is Your Firm Ready to Build, Buy, or Sell? A Self-Assessment for Firm Leaders

Most firm leaders feel the pull toward one of these three paths well before they have...

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How to Finance the Purchase of a CPA Firm: SBA Loans, Seller Notes, and Other Structures

Most of what buyers think they know about financing a CPA firm purchase is a little out...

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First-Time Buyer’s Guide to Acquiring a CPA Practice

Buying a CPA practice is likely the largest financial decision many first-time buyers...

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What to Expect When You List Your Firm on a Marketplace

Owners considering a marketplace listing usually have one of two fears. Either listing...

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How to Use a Data Room When Selling Your Firm

Most firm owners think of the data room as paperwork: a folder of documents a buyer needs...

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The Real Cost of Waiting: What Staying One More Year Does to Your Firm’s Value

Most CPA firm owners think about the decision to sell as a lifestyle question. Am I ready...

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How Much Is My Accounting Firm Worth? The Real Math Behind CPA Firm Valuation

A practical guide to CPA firm valuation — what drives it, what the market is paying, and...

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Aligning Partners Before You Go to Market

Going to market with a multi-partner firm is a financial process and a test of whether...

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What Buyers Are Seeking in an Accounting Firm Today

Most firm owners preparing for a sale have some intuition about what buyers want. They...

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Owner Hours & Firm Value: Work Less, Worth More

Owner dependence is one of the most consistently documented value-reducing factors in...

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A dedicated, confidential platform built specifically for buying and selling accounting firms. We connect firm owners, acquirers, and investors through a structured, professional marketplace designed to make every transaction clear, efficient, and secure.

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