LEARN MORE ABOUT OUR UNIQUE PROCESS

Our many years of experience and solid knowledge base have resulted in hundreds of successful transitions. Learn how our time-tested and effective five-step process, the Seamless Succession™, can facilitate the sale and transfer of your accounting practice.

EXPLORING

Our many years of experience and solid knowledge base have resulted in hundreds of successful transitions. Learn how our time-tested and effective five-step process, the Seamless Succession™, can facilitate the sale and transfer of your accounting practice.

PRICING

We help set an appropriate asking price based on six critical, market-based factors. Proper pricing and payment terms maximize value for you and the buyer.

MARKETING… MULTIPLIED™

Years of marketing to accounting professionals combined with our time-tested system of identifying suitable candidates produce unmatched results. We introduce financially and professionally qualified buyers capable of purchasing your business, allowing you to focus on maintaining your practice and its value.

NEGOTIATION

The Structured Negotiation™ creates maximum price with minimal effort from you. Offers flow through us, creating a well-paced and deliberate negotiation amongst multiple qualified buyers. Our select network of specialized banking professionals offers buyers attractive loan options to maximize leverage and cash received at closing.

TRANSITION

Once there’s an agreement, we lead and coordinate the transaction, assuring a smooth transfer of clients and staff, as well as clarity for both buyer and seller about their roles and responsibilities after closing. This effectively positions the buyer to excel at leading the practice and frees the seller to focus on retirement or other opportunities.