Sell a CPA or Accounting Firm in South Florida
Selling a cpa or accounting firm in Palm Beach, Broward, or anywhere in South Florida starts with an honest number and a confidential process.
561-373-7788To sell a cpa or accounting firm in South Florida for the strongest price, you need someone who knows how buyers value CPA and accounting firms. Accounting practices are valued on recurring client revenue and how smoothly clients transition to a new owner.
What buyers look at
- Recurring client revenue and retention
- Mix of tax, bookkeeping, and advisory work
- Staff and credentials
- Your transition period and introductions to clients
How to prepare
- Pull revenue by client for two years
- Decide how long you will stay for transition
- Review engagement letters and client consent
How the sale works
A private first conversation, a valuation built from your tax returns and P&L, blind marketing to qualified buyers who sign an NDA and show proof of funds, then negotiation and closing with Joshua beside you the whole way. If you own the real estate, it is priced separately so you can choose the structure that pays you the most.
CPA and accounting firms Joshua has sold
Closed transactions. Names withheld for confidentiality.
Palm Beach County
Questions from owners
How much is my cpa worth?
Most CPA and accounting firms are valued as a multiple of the owner's yearly earnings, adjusted for trends, customers, staff, and assets. Real estate is valued separately. See what drives value or request a confidential valuation.
How long does it take to sell a cpa?
Most sales take several months from listing to closing. Clean financials, a transferable lease or owned property, and licenses in order all shorten the timeline.
Can I sell without my staff finding out?
Yes. The business is marketed blind and buyers are screened before learning its name.