Could Your Retirement Timeline Survive a Bad Practice Sale Year?

Picture a CPA practice owner with a clean retirement date in mind. The calendar seems reasonable, the firm has value, the revenue base is steady, and the practice has supported a good lifestyle for years. The owner expects that a sale, buyout, or succession arrangement will help finish the retirement plan. Then the sale year […]
Strategic Exit Planning for CPA Practice Owners: Maximizing Practice Value

As a CPA, you’ve probably seen your share of business transitions – some smooth, some… not so much. But when it comes to planning your own practice exit, the stakes feel different, don’t they? Unlike selling a retail store or manufacturing business, your practice’s value isn’t sitting on shelves or spinning on factory floors. It’s […]