Guidance

Welcome to the Accounting Firm Sold Guidance Library! Discover helpful advice on buying and selling accounting practices, curated from our 35 years of experience in accounting firm sales.
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Gain insight into how to plan for and select the best time to sell your CPA, tax, or accounting practice. Understand how your personal timeframe and objectives relate to and may be impacted by patterns in the market and changes in buyer demand. Understanding these factors is an important step in the process of developing your personalized exit strategy that will maximize your firm's value and help you avoid costly mistakes.

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Exit Planning Guide: How to Sell Your Accounting Practice. Start preparing now for a successful sale of your accounting firm or CPA practice. Whether your goal is retirement, succession planning, or simply exploring the value of your firm, early planning is key. Accounting Firm Sold (AFS) specializes in guiding accounting and CPA firm owners through every stage of the sale process, from evaluation to closing.

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As the owner of a Tax and Accounting practice, you need to know the post pandemic changes businesses must make to evolve & survive.

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You’ve spent years building a great practice and are closing in on retirement... Selling your practice isn’t an easy process, all things considered. Here are questions to ask yourself that can help determine if it’s the right time to sell.

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In this article, we'll share details on the process of preparing to close, and the essential information you’ll need to pass along to the buyer, to make the closing easier.