Yearly Archives: 2017


When should I prepare to sell my firm?

In a perfect world, the answer would be that we operate daily as if we were selling the firm tomorrow.  The reality is that, due to various constraints, accounting firm owners must prioritize daily activities […]

Why is confidentiality important?

While accountants are used to the term “full disclosure” in their profession, when it comes to marketing the sale of their accounting firm, confidentiality is necessary.  There are many reasons for confidentiality during the sale […]

Workaholic? Is it time to sell your practice?

Are you a workaholic, but maybe thinking of selling your practice?
Tax season is upon us and we know what that means – long days, little rest and an endless amount of work. If this describes […]

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