Private Practice Transitions


Recent posts by Private Practice Transitions

5 min read

Calculating a Multiple for Your CPA Firm's Value

By Private Practice Transitions on Feb 18, 2026 12:03:47 PM

If you are considering selling your CPA firm, determining its true value is a vital first step. Understanding its financial worth is essential to securing a profitable exit strategy.

5 min read

How To Navigate Deal Structures With a Certified Broker

By Private Practice Transitions on Feb 18, 2026 12:02:02 PM

Selling or acquiring an accounting firm involves complex financial arrangements and high-stakes negotiations that can shape your professional future. For many owners, understanding the intricacies of these transactions can feel overwhelming without expert guidance and a solid strategy. Read on to discover how to navigate deal structures with a certified broker and ensure you make informed decisions that align with your financial goals and long-term vision.

4 min read

Structuring an Earn-Out for an Accounting Firm

By Private Practice Transitions on Feb 18, 2026 11:53:11 AM

An earn-out can serve as a powerful bridge in the acquisition of a CPA firm, particularly when buyer and seller valuations do not completely align. By making part of the purchase price contingent on the firm's future financial performance, both parties gain added security and incentive for a smooth transition.

4 min read

8 Tips for Timing the Market To Sell Your CPA Firm

By Private Practice Transitions on Feb 13, 2026 8:43:36 AM

As you built your accounting practice over the years, you made careful decisions about cultivating client relationships and establishing a reputation for excellence in your community. CPA owners must exercise the same caution as they decide when to exit their practice.

4 min read

Financial Options for Buying an Accounting Practice

By Private Practice Transitions on Feb 11, 2026 12:32:15 PM

Embarking on the journey to acquire an accounting practice is more than just a business transaction; it is an investment in your future and a commitment to serving a community of clients. Understanding how to fund this major purchase is a critical first step that can determine the success and ease of the entire acquisition process. Read on to explore the various financial options for buying an accounting practice so you can make informed decisions that align with your professional and financial goals.

4 min read

The Broker's Role in Confidential Practice Sales

By Private Practice Transitions on Feb 4, 2026 8:00:25 AM

Preparing to move on from your private practice is both an exciting and weighty decision. Sellers face a unique blend of hurdles, from finding a buyer who matches the care and values they have established over the years to protecting sensitive details. Fortunately, you can protect your interests by working with a knowledgeable broker. This blog explores the broker’s role in confidential practice sales.

5 min read

Identifying High-Value Accounting Firms for Sale

By Private Practice Transitions on Jan 12, 2026 6:46:42 AM

Purchasing an accounting practice is a significant investment, making the process of identifying high-value accounting firms for sale a crucial step in a successful acquisition. A truly valuable firm offers more than just a list of clients; it provides a stable foundation for future growth and profitability.

5 min read

Due Diligence Checklist for Buying a CPA Firm

By Private Practice Transitions on Jan 6, 2026 12:38:02 PM

Purchasing an established CPA firm presents a significant opportunity for growth, but it also requires a thorough investigation to ensure you are making a sound investment. A comprehensive approach is essential to uncover potential liabilities and validate the firm's value.

4 min read

How To Maximize Your Firm's Value Before Listing

By Private Practice Transitions on Dec 18, 2025 12:45:00 AM

When it comes time to sell your practice, taking the right steps beforehand can significantly increase your final sale price. Understanding how to maximize your firm's value before listing is the key to unlocking the full financial potential you have worked so hard to build. Read on to learn the steps you can take to ensure a more profitable exit when the time comes.

4 min read

Choosing a Qualified Accounting Practice Broker

By Private Practice Transitions on Dec 17, 2025 12:15:00 AM

When a person decides to sell their accounting practice, they need the help of a qualified broker. The right broker can act as your guide and advocate, ensuring a smooth transition.