Will my clients, staff, or competitors find out I’m selling?

• No – We take careful precautions to protect your identity and that of your firm by operating with strict confidentiality throughout the process. Buyers in our network are vetted and bound by a strict code of confidentiality to help ensure private information remains private. Review our current listings to see how we keep your identity private.

Am I committed to anything if I request a free consultation or firm valuation?

• No – The information and your firm’s evaluation report are yours to keep. Our goal is to provide you with value and information to help you feel confident and comfortable as you consider your transition. We won’t pressure you into a decision to sell your firm.

Do I need to be ready to sell my firm now? 

• Not at all – Many owners start by requesting a conversation to familiarize themselves with the exit process and consider their options for succession planning before they decide to sell their firm.

How long does it take to sell my firm? 

• Timelines vary due to many specific factors, so no answer fits all scenarios. As part of the value of our services, we help you understand what to expect and guide you through every step, tailored specifically to you and your firm. 

What areas of California do you sell Accounting, Tax and CPA firms?  

• We help accounting and CPA firm owners all across California sell their firms – from Los Angeles to Sacramento and San Francisco to San Diego, and everywhere in between. Our buyer network spans the entire state of California and 26 additional states across the US. When working with Accounting Firm Sold, your firm’s listing will be marketed to thousands of potential buyers, which will help increase the number of interested buyers and maximize the value of your firm at the time of sale. 

What accounting and CPA firms have you recently sold? 

• We hold a strict confidentiality policy and do not share information about current or past clients and transactions. However, we understand you want to find a partner who can produce results to get your firm sold. To see examples of other firms that have put their trust in our expertise, and view recently sold firms, visit our Listings Page.