The resource library
Compare your accounting deal options
Work through the tradeoffs in buyer types, financing, valuation methods, and deal structures.
buy · 8 min read
How does an accounting practice franchise compare with independent ownership?
Compare accounting franchise vs independent practice by binding costs, operating control, professional duties, support, transfer approval, and worked math.
valuation · 8 min read
Asset sale vs. stock sale for an accounting firm
Asset sale vs. stock sale for accounting firms: reconcile price, debt, taxes, buyer basis, acquired rights, obligations, consents, and professional readiness.
valuation · 8 min read
Big-metro vs. small-town Midwest practice sale: buyer pool and pricing compared
Big metro vs. small town Midwest practice sales: compare buyer research, staffing, travel, local service, concentration, cash flow, and pricing evidence.
sell · 8 min read
Should an accounting practice owner use a broker or sell directly?
Compare broker vs direct practice sale by assigned work, actual fees, owner time, buyer qualification, confidentiality, and a hypothetical cash comparison.
buy · 8 min read
Should you buy an accounting practice or start one?
Compare buy vs start accounting practice using verified earnings, client development, startup runway, operating readiness, and a hypothetical funding model.
valuation · 8 min read
How does buying a client book compare with acquiring a complete accounting firm?
Buying a book of business vs. a whole accounting firm: compare acquired rights, staff, systems, working capital, service costs, records, and client continuity.
buy · 8 min read
How should a buyer compare two accounting practice acquisitions?
Learn to compare two practice acquisitions on consistent earnings, successor roles, funding, client-loss stresses, and verified evidence before choosing.
valuation · 8 min read
How do internal succession and an external practice sale compare?
Internal succession vs. external sale for a CPA firm: compare leadership, funding, owner compensation, professional authority, payment risk, and exit timing.
valuation · 8 min read
Keeping an advisory role post-sale vs. a clean exit
Advisory role vs. clean exit after a practice sale: compare hours, service pay, authority, record access, financing restrictions, and transition endpoints.
valuation · 8 min read
Merging up vs. selling outright
Merging up vs. selling outright for accounting firms: compare cash, equity, work, governance, professional control, tax assumptions, and departure terms.
valuation · 8 min read
Retention clawback vs. fixed price: which structure is better for the seller?
Retention clawback vs. fixed price in practice sales: compare fee baselines, downside payments, buyer controls, reporting, seller duties, and financing limits.
valuation · 8 min read
Revenue multiple vs. EBITDA multiple: which valuation method applies to your practice?
Revenue multiple vs. EBITDA multiple for accounting practices: reconcile fees, owner labor, earnings, consideration terms, repayment cash flow, and buyer fit.
sell · 8 min read
Should you sell a practice or arrange paid client referrals?
Compare sale vs client referral arrangement by transferred rights, payment triggers, client consent, professional disclosures, and hypothetical cash timing.
sell · 8 min read
Should you sell an accounting practice or wind it down?
Compare sell practice vs wind down using continuity duties, owner capacity, retained receivables, closure costs, and a hypothetical seller cash calculation.
valuation · 8 min read
Seller financing vs. SBA financing vs. PE capital for a practice acquisition
Seller financing vs. SBA financing vs. PE capital: compare closing cash, debt payments, standby rules, control, rollover exposure, and acquisition funding fit.
valuation · 8 min read
Selling a tax practice vs. selling a bookkeeping/CAS firm: process and pricing compared
Tax practice vs. bookkeeping and CAS firm sales: compare service scope, seasonal cash, subscriptions, staffing, systems, filing readiness, and deal terms.
valuation · 8 min read
Selling before busy season vs. after: timing compared
Before vs. after busy season for an accounting practice sale: compare filing readiness, cash reserves, open work, client introductions, and seller obligations.
valuation · 8 min read
Selling to a PE-backed platform vs. a local CPA firm vs. an individual buyer
PE-backed platform vs. local CPA firm vs. individual buyer: compare closing cash, notes, equity, capacity, professional rules, transition duties, and fit.
Your next chapter starts with a conversation
Talk through the deal.
Before you make the decision.
Bring your questions about value, timing, buyers, or what comes next. Start with a confidential intro call with Jason Taken.