First, a note from our President and Founder:

As we step into the final quarter of the year, I’m reminded of just how critical this season is for practice owners. October is when strategy truly matters — whether you’re gearing up for tax season, closing out the year strong, planning for 2026 growth, or all of the above. 

At Private Practice Transitions, we’ve seen a noticeable uptick in conversations around succession planning, valuation updates, and end-of-year exit positioning. If you’re considering a transition — next month, next year, or even three years from now — now is the time to start planning. 

A few observations from the market: 

• Demand for quality professional practices remains incredibly strong. Buyers are still actively seeking well-run accounting, tax, and advisory firms. 

• Multiples are holding steady — especially for practices with clean financials, structured operations, and tenured staff. 

• Owners who take time to prepare early (even if they don’t plan to sell immediately), consistently receive better offers and experience smoother closings. 

Whether you’re actively considering selling, planning an internal transfer, or just want to know where your practice stands, I encourage you to start with a valuation. Our Opinion of Value remains one of the most valuable tools for owners — not just for prospective sales, but also for strategic clarity. 

If you’d like to explore your options — confidentially, as always — reply to this email or give us a call. Even a 15-minute conversation can change your perspective in a meaningful way. 

Wishing you a productive and prosperous October! 

- Justin Farmer, Esq., CBI

President & Founder of Private Practice Transitions

FEATURED BLOG:

Considerations When Selling a Physical Therapy Practice

OCTOBER FEATURED LISTING

Listing 1254

With a trusted reputation spanning more than 57 years, this Oregon-based Practice delivers comprehensive tax services to both businesses and individuals. As of September 2025, the Practice proudly serves approximately 850 active clients. The estimated 2024 revenue breakdown was 98% Tax, 1.5% Bookkeeping, and 0.5% Compilations. Over the past three years (2022–2024), the Practice has averaged gross annual revenue of ~$1.2M. The team consists of five (5) dedicated professionals, including the two Owners, who are committed to supporting a smooth transition. They are willing to assist with goodwill transfer, business development, and mentoring for an agreed-upon period. The Practice’s long-term success is built on its established brand, loyal client base, and consistent delivery of trusted services.

BUSINESS OWNER RESOURCE:

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