For owners of accounting, tax and bookkeeping firms with $1.5M+ in annual revenue
Understand What Your Accounting Firm Is Worth, and What Your Transition Options Are
Meet with Justin Farmer, Esq., Founder and President of Private Practice Transitions, to discuss your firm's value, your goals, and the transition paths available, whether you are planning for growth, looking for relief from the administrative load, or considering a sale.
No obligation. No preparation required. 100% confidential.
Walk Away With a Clearer Picture of Your Firm's Value and Next Steps
You don't need to be ready to sell. This is an honest conversation designed to help you understand where you stand and what may be possible. Topics we may cover:
What drives the value of your firm in today's buyer market
Which sale, partnership, or succession structures fit your goals
How buyers actually evaluate recurring versus seasonal revenue, CAS and advisory work, client concentration, staff continuity, and partner compensation
Important considerations around timing your transition
What you can do now to improve your firm's value and prepare for the future
Even if you decide not to transact, you will leave this conversation with a much better understanding of your firm's value and your options.
This call is for owners of accounting, tax and bookkeeping firms with $1.5M+ in annual revenue who are considering a transition in the next 12 to 24 months.
Why This Matters:
You've built a reputation, a client base, a team, and a way of running your firm that reflects your values. That's why deciding what comes next is about more than a purchase price.
You may be thinking about stepping back, bringing in support, creating liquidity, growing the firm, or preparing for retirement. Whatever your reasons, the right path should reflect what matters to you, not simply what works best for a buyer.
For most owners, what happens to their staff is the question that matters most. It is settled by deal structure long before closing. Your team, your clients, and how the firm runs after you step back are all negotiable when they are raised early.
Private Practice Transitions helps you look at the full picture so you can make a thoughtful decision for yourself, your family, your employees, and the legacy of the firm you built.
This Conversation Makes Sense If You Are:
An owner of an independent accounting, tax or bookkeeping firm
Curious about what your firm may be worth
Looking for capital to grow the firm
Tired of carrying the administrative burden alone
Considering a partial transition or full retirement
Planning several years ahead and wanting to prepare properly
Unsure whether a partnership or sale would actually be right for you
Private Practice Transitions works with firms at different stages, from sole practitioners planning retirement to larger multi-partner firms evaluating strategic growth opportunities.
There Is a Buyer for Your Situation
Some owners need to move within the year. Others are planning three years out. Some are not leaving at all and want a partner who brings capital and scale.
Private Practice Transitions has relationships across the entire buyer landscape in professional services and has buyers for every one of those scenarios. In accounting the firm has a 100% success rate: every practice taken to market has received an offer, and most receive several.
Why Private Practice Transitions?
Private Practice Transitions is a boutique, family-run brokerage working exclusively in professional services. We take on a limited number of clients so you work directly with the founder, not a junior associate.
Work Directly With Firm Leadership
You work with experienced senior advisors from the first conversation through the final decision.
A Thorough Review Before You Go to Market
Private Practice Transitions takes the time to understand your financials, operations, goals, concerns, and what makes your firm valuable.
No Pressure to Sell
The job is not to convince you that a transaction is right. It's to explain your options honestly so you can make your own decision.
Unmatched Professional Preparation
We prepare your firm and present it professionally so serious buyers can understand the quality of the opportunity.
Hands-On Through Closing
Most brokers introduce you to a buyer and step back. Private Practice Transitions is on every call through the entire transaction, from the first conversation to the day it closes.
Legal Insight on Deal Terms
Justin is a licensed attorney. He does not act as your counsel, but that background goes into how your deal is structured and negotiated.
Listen to what our clients have to say:
— Former Owners, Bettinger Mifflin Rich CPA Group
Start With a Confidential Transition Advisory Call
Complete the form below, then schedule a time that works for you.
Meet Directly With Justin Farmer
Justin D. Farmer, Esq.
Founder and President, Private Practice Transitions
Your initial call is not with a salesperson or a junior representative. If you qualify, you'll speak directly with Justin about your firm, your personal goals, and what you're considering.
He'll help you understand the questions that matter, the options that may be available, and whether there's a reason to explore the conversation further.
There is no obligation to move forward.
Credentials: Juris Doctor, Seattle University School of Law. Former Assistant Attorney General for the State of Washington. Certified Business Intermediary, IBBA. Named to South Sound Business 40 Under 40. Speaks regularly for the Washington and Oregon Societies of Certified Public Accountants.
You Do Not Need to Be Ready to Sell to Understand What Your Firm Could Be Worth.
Whether you're actively considering a transition or simply planning ahead, a confidential conversation can help you better understand the value you've built and the choices available to you. Private Practice Transitions will give you an honest perspective, not pressure toward a decision.
No obligation. No preparation required. Completely confidential.
