I’m excited to share that Private Practice Transitions will be both speaking and exhibiting at this year’s Bridging the Gap Conference, taking place later this month! This premier event brings together top leaders in the accounting industry to discuss growth, succession, and the evolving M&A landscape—and we’re proud to be part of the conversation.
If you’re attending, I’d love to connect with you in person. You can find our team at Booth AT24. Come say hello, ask questions, or just grab some resources and talk shop. We’re here to help you navigate your next move with confidence.
Looking forward to seeing you there!
- Justin Farmer, Esq., CBI
President & Founder of Private Practice Transitions
FEATURED BLOG:
Breaking Down the SBA’s New Rules for Rollover Equity
You may choose to retain a percentage of ownership in your private practice after its sale. At the same time, your buyer might seek financing through the Small Business Administration (SBA). The SBA has recently updated its SOP 50 10 8 regulations regarding rollover equity, affecting buyers, sellers, and investors alike.
Given these updates, it is essential for prospective buyers and sellers to stay informed, as these changes will significantly influence how transactions are structured moving forward. For a detailed explanation of the SBA’s new rollover equity rules and to avoid unexpected challenges, continue reading our blog: Breaking Down the SBA's New Rules for Rollover Equity.
Over the past 7+ years, this thriving Portland-based firm has built a strong reputation for delivering comprehensive tax and consulting services to a wide-ranging client base. Operating under the innovative 'Practice Forward' model, the firm has redefined its identity as an advisory-first practice, providing all new clients with a bundled, year-round service package—including monthly accounting, quarterly strategic tax planning, business and personal tax preparation, and proactive business advisory. As of March 2025, the firm proudly supports approximately 300 active clients, showcasing consistent performance and client loyalty. The 2024 estimated revenue distribution—61% Tax Preparation, 27% Accounting/Bookkeeping, and 12% Planning/Advising—demonstrates a healthy, diversified service mix. With an average annual revenue of approximately $1,000,000 over the past 2 years (2023-2024), the firm offers proven profitability and scalability. Its success is driven by a skilled and dedicated 7-person team committed to operational excellence and client service, with one owner who seeks to remain as an active partner to support future growth and continuity. This is an excellent opportunity for a like-minded firm to expand into the vibrant Portland market by acquiring a turnkey operation with an established client base, a trusted team, and a future-ready advisory model.
Listing 1249 Coming Soon...
If you are interested in either of our July Featured Listings, email us and indicate the listing name and number in the subject line or call us at 253.509.9224.
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