You’re Scheduled!
- The call happens on Zoom. Your join link is included in the email and the calendar invitation.
- On your calendar, your meeting will show as: “Dream Firms | Advisory Call”
Watch This Before Your Call (3 Minutes)
How we help accounting firm owners sell in the next 3–12 months.
3 MIN
What To Expect
What We’ll Do On The Call
- Talk through your firm’s size, services, and 3–12 month timeline.
- Share what we’re seeing similar firms sell for in today’s market.
- Outline what a smart sale could look like for you and whether we’re a good fit.
If we don’t think we can improve your outcome, we’ll tell you.
Quick Prep
Before We Talk
- If you can, have rough revenue and owner pay for the last 1–2 years handy.
- Think about your ideal “next chapter” after you sell.
Your Details Stay Private
Remember: your details stay private. We keep your firm’s name and numbers confidential.
Talk Soon