First, a note from our President and Founder:

As we move beyond another busy season for many professional service firms, one trend continues to stand out in conversations with buyers across the market: operational efficiency matters more than ever.

Today’s buyers are looking beyond revenue and profitability. They want to see firms with scalable systems, strong client retention, streamlined workflows, and reduced owner dependency. Across accounting, legal, and healthcare practices, firms that demonstrate operational maturity are generating stronger buyer interest and often stronger valuations.

One important shift we are seeing is increased attention on modernization and adaptability. Buyers are not expecting firms to become fully AI-driven overnight, but they are looking for owners who are open to evolving with the market. Efficient processes, updated technology, leadership depth, and flexible operations are becoming meaningful differentiators during due diligence.

The good news is that preparing for a future transition does not require dramatic overnight changes. Small improvements made over time can have a significant impact on buyer confidence and long-term value.

The strongest exits rarely happen by accident. They happen through preparation.

- Justin Farmer, Esq., CBI

President & Founder of Private Practice Transitions

DAD JOKE OF THE WEEK:

I used to be a banker...

but then I lost interest.

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Broker Due Diligence for Accounting Firm Acquisitions

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Listing 1255 Coming Soon

Listing 1256

Established in September 2024, this virtual Practice operates as a continuation of a legacy firm originally founded in 2009. Since that time, it has built a strong track record providing family law, civil, and federal appellate services to a wide range of clients. Current revenue is primarily driven by Family Law Appeals (90%), followed by Civil Appeals (7%), Federal Appeals (2%), and Criminal Appeals (1%). As of April 2026, the Practice maintains approximately 80 active clients. Financial performance shows consistent growth, with $1,459,677 in gross receipts for 2025 and $1,706,927 in trailing twelve-month revenue as of March 2026, reflecting a 16.9% increase. The team consists of fifteen (15) professionals, including the Owner, who is committed to supporting a smooth transition. This includes assistance with goodwill transfer, business development, and ongoing mentoring to position the new owner for continued success. The Practice’s performance is driven by its focused niche in appellate law and a highly credentialed team. With efficient workflows and a scalable operating model, there is clear opportunity for continued revenue growth under new ownership.

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