Sell Your Accounting Firm in 90 Days
Connecting financial services firm owners with pre‑qualified buyers who are ready to close. Discreetly and with the strongest realistic valuation.
Selling Your Practice
We work with owner‑managed accounting and advisory firms that have been carefully built over many years and are now approaching a transition point.
Our process is designed specifically for firms with $500k–$5M in annual fees across the US and UK, where the owner wants a clean, discreet exit — without unsettling staff, clients, or the local community.
This is typically a good fit if you:
- Are considering retirement or stepping back in the next 6–24 months
- Have long‑standing client relationships you want protected
- Employ an experienced team you care deeply about
- Use modern or partially modernised cloud systems
- Want clarity, speed, and discretion — not a drawn‑out sale process
If that sounds like you, we should talk.
Buying an Accounting Firm
We represent buyers who are actively looking to acquire firms quickly, either to build a portfolio or to grow their existing business.
Buyers like working with us because our firms meet the following criteria:
- $500k–$5M in annual fees
- Strong recurring revenue
- Cloud‑based or modernising systems
- High client trust and retention
- Skilled teams staying post‑sale
If this criteria matches what you are looking for, we should talk.
Simple, fast, and discreet sale
We have developed a fast, discreet process to get the highest realistic valuation, on the fastest sensible timeline. It's built to maximise outcomes while protecting what you’ve built.
Week 1–2: Valuation & Positioning
Maximise Your Payout
- Confidential valuation call
- Exit readiness score
- Positioning for a premium offer
Week 3–6: Buyer Introductions
Close Quickly & Quietly
- Off‑market buyer outreach
- Serious buyer calls arranged
- Competitive offer negotiation
Week 7–12: Due Diligence & Handover
Protect Your Legacy
- Deal progression & documentation
- Owner transition support
- Clean handover with minimal disruption
Optional
Value Boost Before Sale
Want to increase the payout before you sell? We offer a rapid operational uplift to improve valuation and buyer confidence:
- Streamlined workflows
- Better margin visibility
- Reduced owner dependency
- Improved handover readiness
Even modest improvements can materially increase offers.
Discreetly value your firm today
Speak privately with our M&A advisors — no obligation, no pressure to disover what your firm is worth and how to get the best price.