CPA Deal Desk | Insights

Jul 23, 2026 4:04:52 PM

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

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

Jul 16, 2026 8:15:00 AM

What to Expect When You List Your Firm on a Marketplace

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

Jul 9, 2026 9:30:00 AM

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...

Jul 2, 2026 11:30:56 AM

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...

Jun 17, 2026 8:15:00 AM

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...

Jun 15, 2026 9:30:00 AM

Aligning Partners Before You Go to Market

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

Jun 15, 2026 9:00:00 AM

What Buyers Are Seeking in an Accounting Firm Today

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

Jun 8, 2026 8:00:00 AM

Owner Hours & Firm Value: Work Less, Worth More

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

Jun 1, 2026 7:15:00 AM

Internal Succession vs. External Sale: How to Choose

Firm owners know they will face the succession question. However, few have thought...

May 29, 2026 9:15:00 AM

What to Expect in Due Diligence When SellingYour CPA Firm

A seller’s roadmap to the process, the documents, and what to do right now — whether...

May 26, 2026 9:45:00 AM

What Happens to Your Staff After You Sell Your Firm?

What sellers can and cannot negotiate and how the talent shortage has quietly shifted the...

May 20, 2026 5:45:00 AM

The 5 W's of Selling Your CPA Firm

Who. What. When. Where. Why. Five questions that turn an overwhelming decision into an...

Insights

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

What to Expect When You List Your Firm on a Marketplace

How to Use a Data Room When Selling Your Firm

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

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

Aligning Partners Before You Go to Market

What Buyers Are Seeking in an Accounting Firm Today

Owner Hours & Firm Value: Work Less, Worth More

Internal Succession vs. External Sale: How to Choose

What to Expect in Due Diligence When SellingYour CPA Firm

What Happens to Your Staff After You Sell Your Firm?

The 5 W's of Selling Your CPA Firm

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