Learn the mistakes to avoid when selling an accounting firm, how to choose the perfect business broker, and don't miss this fresh listing - hot off the press!
Time is flying by and tax season is coming to an end. Are you ready to say goodbye to tax season for good? Perhaps it's time to consider selling your practice and embarking on a well-deserved retirement. This could be the perfect moment to begin a new chapter and reap the rewards of your hard work. Feeling apprehensive? Reach out to us. Private Practice Transitions is here to assist you every step of the way, ensuring you receive the highest possible price for the business you've worked so hard to build.
- Justin Farmer, Esq., CBI
President & Founder of Private Practice Transitions
FEATURED BLOG:
Avoid These Mistakes When Selling an Accounting Firm
Navigating the maze of accounting firm sales is a task laden with potential pitfalls. Whether you are eyeing the market to downsize, retire, or expand your portfolio, you know that understanding and sidestepping common mistakes could be the key to a successful sale.
Private Practice Transitions is your partner in strategic financial moves. We bring forth the most pressing requisites for a seamless transition. If you are selling an accounting firm, let us help by explaining some common mistakes to avoid so you can have a profitable sale and seamless transition. Continue reading our blog, "Avoid These Mistakes When Selling an Accounting Firm".
Our client is a recognized industry leader in Multiple Employer Plan (MEP) and Pooled Employer Plan (PEP) retirement solutions. For over 24 years, this fee-for-service Third Party Administrator and Pooled Plan Provider has been providing exceptional retirement and ERISA 3(16) services to its dedicated clientele. The Firm’s success can largely be attributed to its established name and loyal clients that result in many word-of-mouth referrals. The Firm is highly respected in the field, and prides itself on providing top-notch customer service. The Owners and staff are incredibly passionate about taking care of their clients, as is evidenced by their proven client retention and outstanding reputation in the industry. The Firm boasts a dedicated team of nine (9) professionals, including its highly regarded Owner who has been in the retirement plan industry for over 40 years. In 2024, the Firm is anticipated to reach over $2.575 million in gross revenue, indicating a projected 37.3% year-over-year (YoY) increase.
If you are interested in our April Featured Listing, email us and indicate the listing name and number in the subject line or call us at 253.509.9224.
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