Sell Your Accounting Firm in 90 Days
Connecting financial services firm owners with pre‑qualified buyers who are ready to close. Discreetly and with the strongest realistic valuation.
Established Owner Managed Firms
We work with owner‑managed accounting and advisory firms that have been carefully built over many years and are now approaching a transition point.
Our process is designed specifically for firms with $500k–$5M in annual fees across the US and UK, where the owner wants a clean, discreet exit — without unsettling staff, clients, or the local community.
This is typically a good fit if you:
- Are considering retirement or stepping back in the next 6–24 months
- Have long‑standing client relationships you want protected
- Employ an experienced team you care deeply about
- Use modern or partially modernised cloud systems
- Want clarity, speed, and discretion — not a drawn‑out sale process
If that sounds like you, we should talk.
Active Buyers
We currently represent buyers are actively looking for firms with:
- $500k–$5M in annual fees
- Strong recurring revenue
- Cloud‑based or modernising systems
- High client trust and retention
- Skilled teams staying post‑sale
If that sounds like your firm, we should talk.
Simple, fast, and discreet
Get the highest realistic valuation, on the fastest sensible timeline. A fast, discreet process built to maximise outcomes while protecting what you’ve built.
Week 1–2: Valuation & Positioning
Maximise Your Payout
- Confidential valuation call
- Exit readiness score
- Positioning for a premium offer
Week 3–6: Buyer Introductions
Close Quickly & Quietly
- Off‑market buyer outreach
- Serious buyer calls arranged
- Competitive offer negotiation
Week 7–12: Due Diligence & Handover
Protect Your Legacy
- Deal progression & documentation
- Owner transition support
- Clean handover with minimal disruption
Optional
Value Boost Before Sale
Want to increase the payout before you sell? We offer a rapid operational uplift to improve valuation and buyer confidence:
- Streamlined workflows
- Better margin visibility
- Reduced owner dependency
- Improved handover readiness
Even modest improvements can materially increase offers.
What Could Your Firm Sell For Today?
Speak privately with our M&A advisors — no obligation, no pressure.