Practice Sales References

Frank Gutta, CPA

Sunrise, FL
954-629-7242 (cell)

Joe Dresnok

Roswell, GA

John Nettleton

Marlton, NJ

John Laible, EA

Mercer Island, WA

Rick McCutcheon

Monmouth, NJ

Steve Lindsey, CPA

West Lake Village, CA

Joe Monroe, CPA

Pittsburgh, PA

Phyllis Tucker, CPA

Long Beach, CA

Sean Pearson, CPA

Bellevue, WA

“[Bruce] is happy to talk to you to see what he can do to help you with the transaction/sale and provide you with any support you need. He is a very honest person and I have known him since 1988 when I first started and took his practice development class and that was the very best investment that I have ever made. That was how I built my practice from scratch. If I were to retire, he will be the first person I will talk to. You can call him directly at 800-338-0778 and ask for him and let him know I referred you or you can e-mail him at [email protected], He is very easy to talk to.”
— Rose Huie, CPA, Oakland, CA
“This letter will also recognize the fine job which Todd performed. Todd was always accessible, provided an outstanding bridge between buyer and seller, and added value. I appreciate the fine job that he did.

Bruce, you run a top quality company. I can recommend your services without qualification. Thanks for your good work and for having the wisdom to populate your firm with people like Todd.”
— Joe Dresnok, Roswell, GA
“Thanks so much for all your help. One of our goals now that we have more time on our hands is to do a lot of traveling in our motor home throughout the USA. I would like to stop by and say hello when we are in the neighborhood.”
— Chips & Julie Lewis, CPA, Lynnwood, WA
“NCI had a great database of accountants and helped arrange 100% financing for my practice. One of the best features of their service was that they gave the buyer a free marketing seminar (valued at $2,695.00) so if they lost a few clients they had a security blanket.”
— Chuck Foley, CPA, Scottsdale, AZ
“This never would have happened without your very professional marketing ability. You told me at the beginning that we would get top dollar for my business and that is just what happened. Probably more important, you found a buyer who will serve my clients well.”
— Paul J. Weiss, New Smyrna Beach, FL
“We’ve built five accounting write up practices from scratch. Thanks to you and Todd, not only did you bring us a buyer but we were cashed out with 90% of the funds; amazing, ABSOLUTELY AMAZING!”
— Jim and Belinda Trough, Brooksville, FL
“Within one week of signing up with New Clients, Inc. we had a buyer sitting in our office. Two days later we had an offer. Our practice was in a remote area and was not going to be an easy sell, but with New Clients, Inc. connections they were able to find us a buyer very quickly. In addition, they handled the negotiations, and guided us through the document preparation stages. They also, provided a financing source when all was ready. Throughout the process they lended us guidance and support. This deal would not have happened without New Clients, Inc.”
— Nina Gallagher, CPA, Woodsville, New Hampshire
“I am writing to express my sincere appreciation for your efforts in identifying possible buyers for my practice and representing me in the sale of my tax and accounting firm earlier this year. As you know, we had four offers and the firm we selected was highly motivated and well qualified. You really understood the personal style of this business and how well this style would work with my clients.”
— Fred Krupica, CPA, Santa Barbara, CA
“Less than two months after listing our firm with you to sell, we received an offer - in CASH! Using your paperwork as a guide, we were able to complete a satisfactory sales agreement and close the deal within two months and move to our new location.”
— Robert Jarrell, CPA, Savannah, GA