
Sell Your Firm
We make it easy for fellow CPAs and EAs to sell their practice without worrying about the commissions that brokers take. Not only do we ensure a fast sale, but we also create a thorough and meticulous plan to maximize client retention after the sale. We handle everything from the due diligence all the way to the final sale and transfer while working with the owner(s) to make sure we are able to provide their clients the highest quality service and customer support in the industry while introducing our modern systems and new ways of communication to the current staff and clients alike.
Sell Your Firm to Someone Who
Cares for Your Clients
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By cutting out the middleman (the broker), you can avoid paying broker fees, which typically range from 5-10% of the sale price. This means more of the proceeds from the sale stay in your pocket.
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Direct negotiations with us ensures there is no miscommunication or delays that can occur through a broker. This can lead to a faster, more efficient transaction process, ensuring both parties are aligned on the terms from the start.
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We can work with you directly to create a customized deal that meets their needs, whether that involves seller financing, transition support, or other specific terms. This flexibility may not be as easily achieved through a broker who has a more standardized approach.
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Selling directly to a known buyer like us can ensure that the transaction is handled discreetly and confidentially. Brokers often need to market the sale to a broader audience using online platforms, which can raise concerns about confidentiality. Direct sales can mitigate this issue to ensure your business sale is not made public and is only known to those who you deem acceptable.
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By selling directly to us, you are able to establish a lasting relationship with our team, which could lead to future business opportunities or even post-sale support, providing more peace of mind during the transition process.
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Without a broker involved, the timeline for closing the sale can be significantly shortened. Brokers typically take time to find the right buyer, negotiate terms, and handle due diligence, which can slow down the process. A direct sale is often faster since it removes brokers while still keeping the due diligence, negotiation window, and other critical aspects of creating a business transaction offer.
Ready to Sell?
Apply in Less Than 5 Minutes
Sell your firm to someone who can truly take care of your clients and staff while delivering high-end services that use modern technologies to tackle the modern problems of the 21st century.
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Why Choose Us?
We Do What Others Don’t
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We believe in earning your business, not trapping you in lengthy agreements. Our clients stay because they value our service, not because they’re forced to. You’re free to adjust or cancel your service anytime, no strings attached.
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With us, what you see is what you get. There are no setup fees, no annual fees, and no cancellation fees, just clear, honest pricing that keeps your finances simple and stress-free.
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Our team consists of highly skilled CPAs and Enrolled Agents with over a decade of accounting and tax experience. We bring expert knowledge, precision, and strategic insights to help you maximize deductions, stay compliant, and plan for financial success. Whether you’re an individual, freelancer, or business owner, we provide the expertise you need to thrive.
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Say goodbye to unpredictable costs. Almost all of our services follow a simple, monthly subscription model, making it easy to budget and plan without the stress of large lump-sum payments.
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Your peace of mind is our top priority. We stand by our work with a satisfaction guarantee, ensuring you receive top-tier service. Plus, our audit protection guarantee gives you confidence knowing we’ll support you if the IRS ever comes knocking.