Selling the CPA practice you spent a career building.
If you own an established CPA or tax practice in California and have started thinking about selling, you have heard from brokers and consolidators. We are the buyer: you pay no commission, your practice is never listed or shopped around, and you talk to the people who make the decision.
This page covers whether the money is real, what happens to your clients and staff, and what happens to your name after you step back.
Committed before we offer
Equity capital is committed before we make an offer, with no SBA loan to wait on and no financing contingency. Proof of funds is available to your broker at LOI.
One committee
A small senior deal team and one investment committee answer questions in days.
Structures that fit
Cash at close, a retention-linked earn-out or holdback where the deal calls for it (standard in CPA deals), a seller note on market terms, and optional equity rollover.
An estimated sale price for your practice. Eighteen questions, three minutes. Four calculators cover valuation by service line, SDE and EBITDA, after-tax proceeds under California rates, and sale readiness.
Funding certainty
Individual buyerOften an SBA loan and a financing contingency, so the deal waits on a bank.
Traditional consolidatorApprovals move through layers; terms can shift late in the process.
WINCapital committed before the offer, no contingency.
Who runs your book
Individual buyerOne person, if the transition holds and the loan performs.
Traditional consolidatorA regional office; your firm becomes a branch of theirs.
WINA practicing CPA owner who signs returns and sits with your clients.
Your staff
Individual buyerDepends on the buyer's capacity and plans.
Traditional consolidatorConsolidated, and overlapping roles are usually cut.
WINRetained, trained, and moved up-market as routine work is automated.
Your name and brand
Individual buyerUsually replaced with the new owner's name.
Traditional consolidatorRebranded to the platform, on the platform's schedule.
WINPreserved; the name is part of what we buy.
Technology
Individual buyerWhatever the practice already runs.
Traditional consolidatorA group stack, migrated to on their timetable.
WINAn AI platform tuned for CPA workflows, run under CPA review.
A first call with our CPA team to see whether there is a fit. Week 1
You share high-level figures and we give an indication of value. Weeks 1–2
A written offer with funding confirmed and proof of funds for your broker. Weeks 3–4
A finite list of requests, so your office routine is undisturbed. Weeks 5–8
Cash at close, then a transition on your schedule, announced in your words. Weeks 9–12
Most deals close within a quarter.
Your role, on your schedule
Stay two or three seasons at meaningful compensation and introduce your successor client by client, or step back sooner. Either way the transition runs on your schedule.
Nothing leaves the room
Your clients and staff hear about the sale from you, when you decide. Until then every conversation, document, and figure stays between principals.