The resource library
Follow the numbers through a deal
Illustrative composite examples show the inputs, normalization, deal terms, and downside cases. These are not real client transactions.
valuation · 8 min read
Illustrative $2.2M suburban Chicago partner retirement
Illustrative Chicago partner retirement: reconcile a $2.2M buyout, owner replacement, retained debt, purchase funding, note payments, proceeds, and tax reserve.
valuation · 8 min read
Illustrative 24-month retention clawback downside
An illustrative retention clawback example reconciles a two-year fee shortfall, price adjustment, buyer debt, seller receipts, and tax reserve assumptions.
valuation · 8 min read
Illustrative $1.1M Columbus subscription CAS acquisition
Illustrative Columbus CAS acquisition: reconcile a $1.1M price, earnings, migration cash, operating reserve, lender and seller debt, exception costs, proceeds.
valuation · 8 min read
Illustrative Dakota remote practice transition
An illustrative remote practice transition example reconciles capacity, migration funding, recurring support, buyer debt, and seller tax cash reserves.
valuation · 8 min read
Illustrative Indiana seller-note downside
An illustrative seller note default example reconciles earnings, purchase funding, missed principal, unpaid interest, recovery assumptions, and seller tax cash.
valuation · 8 min read
Illustrative $650K Iowa tax practice sale
Illustrative Iowa tax-practice sale: reconcile $650K consideration, normalized earnings, buyer funding, lender and seller debt, proceeds, tax reserve, downside.
valuation · 8 min read
Illustrative $900K Kansas City EA practice sale
Illustrative Kansas City EA sale: reconcile a $900K price, replacement earnings, funding, debt, provider readiness, client records, proceeds, and tax reserve.
valuation · 8 min read
Illustrative Michigan low-fee client pruning
An illustrative client pruning example compares lost fees, avoidable costs, repricing, normalized earnings, purchase debt, and seller cash with stated reserves.
valuation · 8 min read
Illustrative $4M Minneapolis attest practice transaction
Illustrative Minneapolis attest acquisition: reconcile a $4M price, professional replacement, quality review, funding, debt, seller proceeds, tax reserve, risk.
valuation · 8 min read
Illustrative Missouri multi-office carve-out
An illustrative accounting office carve out example reconciles shared costs, standalone earnings, separation funding, buyer debt, seller cash, and tax reserves.
valuation · 8 min read
Illustrative Nebraska agricultural-client cash flow
An illustrative seasonal practice cash flow example reconciles quarterly receipts, owner replacement, purchase funding, debt timing, reserves, and seller cash.
valuation · 8 min read
Illustrative Ohio owner replacement cost
An illustrative owner replacement cost example reconciles required work, normalized earnings, acquisition funding, debt payments, and seller cash reserves.
valuation · 8 min read
Illustrative PE offer with 20% rollover
An illustrative PE rollover offer reconciles twenty percent of seller proceeds, issued equity, operating costs, debt, cash, tax reserves, and exit rights.
valuation · 8 min read
Illustrative regional firm merger with partner equity
An illustrative accounting firm merger equity example reconciles contribution values, refinancing, new capital, ownership shares, debt, and partner cash needs.
valuation · 8 min read
Illustrative Wisconsin payroll concentration risk
An illustrative payroll concentration risk example separates client funds from fees and reconciles group losses, earnings, purchase debt, and seller cash needs.
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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.