First, a note from our President and Founder:

As we welcome June, the halfway point of the year is a perfect time for private practice owners to pause, reflect, and realign. Whether you're considering growth, succession, or a potential exit, now is the time to evaluate your practice’s performance—and your long-term goals.

We continue to see strong interest from both strategic and financial buyers, particularly for firms with recurring revenue, modern systems, and a loyal client base. If you’ve thought about selling “someday,” consider that serious preparation today often leads to stronger offers and smoother transitions tomorrow.

On the buyer side, mid-year is an ideal time to explore listings before the busy year-end season. With tax season behind us, sellers are more engaged and open to discussions. Whether you're buying, selling, or planning for the future, our team at Private Practice Transitions is here to help you make smart, informed decisions at every step.

Here’s to clarity, opportunity, and continued success in the months ahead!

- Justin Farmer, Esq., CBI

President & Founder of Private Practice Transitions

FEATURED BLOG:

Considering Turnover When Buying a Business

Are you contemplating the purchase of a private practice? It's crucial to scrutinize every facet of the business to determine if it's the right investment for you. A pivotal factor to assess is the employee turnover rate. High turnover can disrupt operations, diminish profitability, and threaten long-term viability.

Our latest blog delves into the root causes of employee turnover and its potential impact on new ownership. Dive into "Considering Turnover When Buying a Business" to gain valuable insights.

JUNE FEATURED LISTINGS

Listing 1240

With more than six decades of success, this well-established firm has been delivering comprehensive tax and accounting services to a diverse mix of business and individual clients. As of April 2025, the Practice proudly serves approximately 1,315 active clients and has become a staple in the Portland-area community. The Practice’s revenue is primarily derived from 90% tax services, with the remaining 10% from payroll, consulting, and other support services. In April 2025, the Practice reported trailing twelve-month (TTM) gross receipts of ~$1M, reflecting a strong 15% year-over-year growth from 2024. The Practice’s success is rooted in its personalized approach, long-standing name recognition, and prime location. Backed by a seasoned team of 14 professionals, including the Owner, the Practice is positioned for continued growth under new ownership. The Owner is committed to providing a smooth transition and is willing to assist with goodwill transfer, business development, and mentorship for an agreed-upon period. 

Listing 1242

Founded in 1958, this highly respected Oregon-based tax and accounting firm has been a trusted provider of tax and assurance services for over 66 years. With a well-established reputation and a loyal client base, the Practice continues to thrive in the community. The Practice offers a diverse range of services, including business tax (29%), audit (27%), individual tax (22%), bookkeeping and compilations (16%), and reviews/miscellaneous services (6%). In 2024, the Practice had gross revenues over $2.5 Million and Sellers’ Discretionary Earnings (SDE) over $1.6 Million. As of March 2025, the Practice serves approximately 950 active clients, supported by a team of eight (8) staff, including the owners. Known for its exceptional service and strong reputation within the community, the Practice has built lasting relationships with clients who trust its expertise. The Owners are open to staying on with the right buyer, with varying commitments: one for up to 3 years, another for 4 years (including 2 years full-time), and another for 3 to 5+ years.

BUSINESS OWNER RESOURCE:

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