Sell your practice for what it's worth, to someone your clients will trust.
You've spent years building relationships. We find a qualified buyer, get you a fair price, and plan a handoff that keeps your clients looked after, all in complete confidence.
Full-service representation, start to finish
You keep running your practice. We handle every step of the sale and keep you informed throughout.
Market valuation
We analyze revenue, retention, service mix and fees to price your practice where it will sell, without leaving money on the table.
Confidential marketing
We prepare a professional practice profile and a blind listing, then present it to buyers who match, never on the open market.
Buyer screening
Every buyer signs an NDA and is checked for credentials, capacity, culture fit and financing before they learn your name.
Negotiation & structure
We compare offers and negotiate price, down payment, seller financing, retention terms and your role after closing.
Due diligence & closing
We manage document requests and keep the letter of intent, purchase agreement and closing on schedule with your attorney.
Client transition
A planned handoff with introduction letters, joint meetings and the right timing around tax season keeps retention high.
10% at closing. Nothing before.
We earn our fee only when your practice sells. Valuation, marketing, buyer screening and negotiation are all included.
- No upfront or listing feesNo retainers, no monthly marketing charges, no valuation invoices.
- Paid from the proceedsThe fee is settled at closing, so it never comes out of your pocket first.
- No sale, no feeIf we don't find you the right buyer, you owe us nothing.
- Buyers pay nothingWhich keeps more qualified buyers at the table, competing for your practice.
The fee is due only when your sale closes and is paid from the proceeds. If we don't sell your practice, you owe nothing.
The best time to sell is earlier than you think
Practices sell best when the owner is still fully engaged and the client base is stable, not after a slow wind-down.
Many sellers list in late spring or summer, so the buyer can be introduced before the next filing season.
Prepare
Raise fees to market levels, build recurring services, clean up the books and document how the firm runs.
Value & list
Get a valuation, decide your goals for price and role, and approve your confidential profile.
Match & close
Meet buyers, accept an offer, finish due diligence and close, ideally before fall.
Hand off
Introduce the buyer, support the first season together and step back on your own timeline.
Request your practice valuation
Tell us a little about your firm. A broker will contact you within one business day to talk through your goals. There's no obligation to list.
- A realistic price rangeBased on how comparable practices trade.
- Deal structures that fit youCash at close, seller financing or retention-based terms.
- A plan for timingWhen to list and how to protect value until then.
Common questions from owners
What does it cost to sell my practice?
Our fee is a 10% success fee, calculated on the total purchase price and paid at closing from the sale proceeds. There are no upfront, listing, or valuation fees. If your practice doesn't sell, you owe us nothing.
How much is my practice worth?
Small tax and accounting practices usually sell for somewhere around 0.8× to 1.3× trailing-12-month gross revenue. Where you land depends on client retention, recurring monthly work, fee levels, client concentration, location, and how long you'll help with the transition. Our valuation estimator gives a quick range, and a free broker valuation gives you a number you can rely on.
Will my clients or staff find out I'm selling?
Not unless you want them to. We market your practice with a blind profile (no firm name, no city, no identifying details). Buyers must be screened and sign a non-disclosure agreement before we release anything that identifies you, and we release it only with your approval.
How long does a sale take?
Most sales close within 3 to 9 months of listing. Timing matters: many sellers list in late spring or summer so the buyer can take over before the next tax season, with the seller helping through it.
How are deals usually structured?
Common structures include cash at closing (often funded by an SBA 7(a) loan), a down payment with seller financing over 2–5 years, and retention-based pricing, where part of the price depends on how many clients stay. We help you weigh price against certainty and how much risk you keep.
Do I need to stay on after the sale?
Buyers value a warm handoff. Most sellers stay for one tax season, introducing the buyer, writing letters to clients, and handling questions. Some stay longer as a part-time preparer. A longer transition usually means a higher price and stronger client retention.