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A Confidential Sale Process Run By CPAs, From Free Valuation To The Day Your Clients Are In Good Hands
Tell us about your practice. A CPA advisor replies within one business day with a realistic range and no obligation to list.
Confidential. We never contact your office or staff.
Your practice is probably the largest asset you own and the one you know least about selling. We advise on structure and tax, price it on evidence, market it blind to screened buyers, and stay at the table through negotiation, closing and transition.
Nothing is released without your approval. Our fee is a percentage of the sale, paid only at closing.
Deal structure, tax implications and the financial summary a buyer expects.
Gross revenue and comparable sales, refined with normalized cash flow.
A blind profile to screened buyers. You approve each one first.
Price, terms, staff, working capital and your transition period.
Financing confirmed, due diligence done, clients handed over with care.
Blind profiles, signed NDAs and staged disclosure. Your staff and clients hear it from you, when you decide.
Financial capacity, credentials and fit are verified before a buyer sees anything beyond the teaser.
A value you can defend to a bank, a buyer and your own partner, drawn from closed Canadian transactions.
Transition planning, client letters and a check-in schedule so retention holds after the keys change hands.
The questions every owner asks first. For anything else, ask an advisor directly.
Most practices sell within six to twelve months of listing. Well-prepared practices in major markets often go faster, and the timing of tax season affects when buyers want to close.
The valuation is free and there is no listing fee. Our commission is paid only when the sale closes.
Not from us. Listings are blind, every buyer signs an NDA before seeing the full profile, and you approve each buyer before anything beyond the teaser is shared.
Pricing starts with gross revenue and the multiples paid in comparable closed sales, then is adjusted for normalized cash flow, client mix, staff and growth trend.
It depends on your corporate structure, the lifetime capital gains exemption and what the buyer can finance. We walk through both before the practice is listed.
Send a note or book a call with a CPA advisor. We reply within one business day, and everything you send is confidential.
Canada’s succession and sale advisors for accounting practice owners, led by CPAs. Confidential sales, screened buyers and support through closing.
Register your criteria once and hear about matching practices the day they are listed.
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