Tips for Buying or Selling a Practice

Ready to Sell Your CPA Practice?

Get expert guidance, qualified buyer connections, and support throughout the sale of your accounting practice-from initial valuation through transition.

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✓ Confidential Process ✓ Qualified Buyers ✓ Experienced Practice Sales Team

Let’s Discuss Your Practice

You’ve Built Your Practice. We’ll Help You Plan What’s Next.

Since 1987

Decades of experience helping accounting professionals with practice sales.

Nationwide Buyer Network

Access to a broad network of accounting professionals and potential buyers.

Confidential Process

Explore your options while protecting the confidentiality of your practice and your plans.

End-to-End Guidance

Support from evaluating your options through negotiations and transition.

Selling Your CPA Practice Can Feel Complicated.

How do you determine what your practice is worth? Where do you find serious buyers? How do you keep the sale confidential? How do you negotiate the right terms? And how do you make sure your clients are taken care of after the sale?

You don’t have to figure it out alone.

New Clients, Inc. specializes in helping CPA and accounting practice owners navigate the sale process and connect with potential buyers.

Explore My Selling Options

What Could Your CPA Practice Be Worth?

Your practice has taken years to build. Before deciding whether to sell, you need to understand what factors influence its value and how buyers may view your firm.

Revenue

Overall revenue generated by the practice

Profitability

The practice's financial performance and profitability

Recurring Revenue

Predictability and consistency of ongoing revenue

Client Base

Size, quality and loyalty of the customer/client base

Service Mix

The types of services offered and their contribution to the business

Growth Potential

Opportunities for future expansion and increased revenue

Staff & Operations

Strength and efficiency of the team and operational structure

Location/Market

The local market, demographics and competitive environment

Get a Confidential Practice Consultation

Why CPA Firm Owners Choose NCI

Industry Expertise

Selling an accounting practice isn't the same as selling a typical small business. Work with a team familiar with the CPA and accounting industry.

Qualified Buyer Network

Connect with potential buyers looking for accounting practices, including accounting professionals and other qualified acquisition groups.

Confidential Process

Explore your options while protecting the confidentiality of your practice and your plans.

Negotiation & Deal Support

Get support navigating buyer discussions, pricing, terms and the transition process.

Your Practice Sale, Step by Step

01

Tell Us About Your Practice

Complete a short form and tell us about your firm and goals.

02

Discuss Your Goals

Talk with the NCI team about your timeline, objectives and selling options.

03

Identify Potential Buyers

NCI works to identify appropriate potential buyers from its network.

04

Evaluate Offers

Compare potential buyers, pricing and deal terms.

05

Negotiate

Work through the terms of the transaction with experienced guidance.

06

Transition

Move toward closing and a smooth transition for your clients and team.

CPA Practice Owners Trust NCI

Last year I turned 60 and I always tell my clients about planning the transition of their business when they retire and not to wait until the last minute to figure that out. So I was thinking about that last year and I decided that the best way to go about it was to find someone who could buy into my practice…So I called Bruce to get help in finding a good partner. Within a matter of days Bruce provided me with around 10 people who were interested. It’s a million-dollar practice. So we narrowed the list down to three people who were very interested and had potential…I ultimately selected a young CPA in his 30s who was looking to acquire a practice. We hit it off very well. It’s been excellent so far…I called Bruce in October and we closed on December 28th.Frank Gutta, CPA

Is It Time to Explore Selling Your Practice?

This may be right for you if:

✓ You’re approaching retirement
✓ You’re ready for your next chapter
✓ You want to monetize the value you’ve built
✓ You want to reduce your workload
✓ You’re considering a merger or acquisition
✓ You’re simply exploring your options

You don’t have to be ready to sell tomorrow. Starting the conversation early can help you understand your options and prepare for the right opportunity.

Talk to a Practice Sales Specialist

Frequently Asked Questions

How do I know what my accounting firm is worth?

The value of an accounting practice depends on factors such as revenue, profitability, recurring revenue, client retention, service mix, staff, location, and growth potential. New Clients
Inc. can help you evaluate these factors and better understand your firm’s market value before you make a decision.

Will the sale of my CPA firm remain confidential?

Confidentiality is an important part of the sale process. New Clients Inc. can help you explore qualified buyers while limiting unnecessary disruption for your clients, employees, and day-to-day
operations.

How far in advance should I begin planning my exit?

It’s best to begin planning before you’re ready to retire or step away. Starting early gives you more time to strengthen the practice, consider your transition options, identify the right
buyer, and create a smoother handoff for clients and employees.

How does New Clients Inc. help me find the right buyer?

New Clients Inc. looks beyond the financial terms of the sale. The goal is to connect you with qualified prospective buyers who fit your practice, clients, transition plans, and preferred
timeline, then help move the process toward a successful closing.

You’ve Spent Years Building Your Practice.

Let’s Talk About What Comes Next.

Whether you’re planning to sell soon or simply want to understand your options, start with a confidential conversation with the NCI team.

Get My Free Confidential Consultation

No obligation. Confidential conversation.