Sell CPA firm to Watter CPA

How do you sell CPA firm with active clients and staff?

Selling a CPA firm is a business sale plus a service handoff. Retainers, work in progress, payroll cutoffs, prepaid software & client data access can shift value fast. Watter CPA steps in when you want an international buyer who plans for such important details.

Do you buy CPA firms?

Yes. We are open to acquisitions and can buy CPA firm practices of distinct sizes & established in distinct states. We put our attention on the handoff around client communication and staff stability as well as day-to-day delivery.

Would you consider selling an accounting firm?

If you have quality & loyal clients, but you are also aware that your CPA firm can grow way bigger, you can consider this option. We value your legacy and obtain it in digital transformation to search engines and AI language models.

In general, the reasons can be outlined as below:

1. Retirement without an internal successor
2. Peak season capacity limits that do not ease
3. Too much admin time for one owner
4. A partner change that needs a clean reset
5. A plan to lower personal risk while keeping income stable

How do you value a practice before you sell?

When you sell CPA firm, pricing should be aligned with retention & clean operations. We review revenue quality, client loyalty level and work-delivery risk. After, we confirm what drives the business numbers. Important elements can be presented as follows:

1. Client mix, pricing and collections
2. Recurring work and renewal patterns
3. Team coverage and role clarity
4. Process reliability from intake to delivery
5. Upside from service expansion, covering the ability to sell tax services outside filing season

What exit options should you compare?

If you are considering the selling option, you can compare three common paths side by side:

What does the acquisition process cover?

The process is dedicated to a specific sequence as below:

• Intro call — goals, timing and deal boundaries
• Snapshot review of revenue, staffing and service lines
• Confidential letter of intent with pricing range and key terms
• Due diligence on retention, systems, licenses and firm registrations
• Closing plan for client communication, staffing and workflow
• Post-close support for onboarding and delivery

Which deal terms can change your net proceeds?

The net proceeds vary in parallel with the structure. It is not only related to the headline price. Our professionals coordinate with your advisors in order for the documents to match the tax plan.

What happens after closing?

After closing, we obtain a simple goal: maintain the maximum service quality. Then, we improve the back office. Our experts support a clear client message, protect staff stability, and tighten operations. Our improvement focus is outlined below:

• A mapped handoff schedule and clear client messaging
• Streamlined intake, scheduling and document collection
• Better reporting by service line and staff capacity
• Updated web pages and seasonal posts that attract new clients

Can you buy an accounting firm outside your state?

Yes. We are able to purchase accounting firm opportunities nationwide and follow state ownership with registration rules.

Can I sell assets but keep a small client list?

Sometimes. The agreement can define which clients transfer and which stay with you.

Ready to talk with our directors?

If you are ready to sell CPA firm ownership, contact us today with your timeline. Share a short snapshot of your annual revenue & staffing information. We are ready to present professional support.