We don’t list your firm.
We hunt your ideal buyer.
You bill $300K to $10M in your accounting, tax, bookkeeping, or CAS firm. You want 80–90% cash at close, a top-of-market multiple, and a safe home for your clients and your team.
So the real question is: what’s your firm actually worth?
Book Your Max-Value Exit Readiness Call →Is this you?
- You bill $300K–$10M a year in accounting, tax, bookkeeping, CAS, or advisory work.
- You want to exit, or step back, in the next 2–24 months.
- You’ve spent years building this. Doesn’t your exit deserve the same care?
- High cash at close. 80–90% where your deal profile allows.
- Top-of-market valuation. Not a lazy 1.0x “industry average.”
- Your staff and clients protected. With a buyer who shares your values.
Generic brokers list and wait.
We run a process for you.
What changes when buyers have to compete for your firm, instead of you waiting for one to call?
You see the real number
What your firm is worth when buyers compete. Not one buyer’s opening offer.
You take more cash up front
Your deal biased toward cash at close. Fewer earn-outs tied to things you no longer control.
Your people stay protected
Your clients and team placed with a buyer who believes what you believe.
Our first brokered exit,
by the numbers
What’s your number?
Thirty minutes, completely private. Find out what a competitive process could put in your pocket, before you sign anything with anyone.
Find Out What Your Firm Is Worth →Selling your firm is personal.
Who do you want in your corner?
Michelle on how we show up when challenges arise. That’s who handles your exit.
Amanda on taking back control with us beside her. Your exit gets the same hands.
Your exit, in five moves
Max-Value Exit Blueprint
A deep dive on your numbers and your clients. You see your real range: generic-broker price vs. competitive-process price.
Culture-Matched Buyer Hunt
We proactively contact 300 targeted buyers for you, plus our private Buyers Club. Your minimum: 5 culture-matched buyer conversations in the first 90 days. Buyers who understand your terms, not tire-kickers.
Cash-Heavy Deal Structuring
Your structure, tax, and terms biased toward 80–90% cash at close. We push back on earn-outs that put your money at risk.
Staff & Client Protection Plan
Your non-negotiables for your people, co-designed with you. Every buyer scored on a Culture & Care Scorecard before you ever meet them.
Deal Shepherd to Close
We coordinate LOIs, diligence, and advisors to closing. Weekly updates until the money is in your account.
“Be the type of buyer you’d sell to.”
“Be the type of seller you’d buy from.”
Performance-aligned. In writing.
- Double Lehman-style success fee, $40,000 minimum, paid at closing.
- Dream Firms alumni: 1-point discount on the scale.
What if the buyers never show?
Fair question. Here’s our answer, in writing:
The Show-You-The-Market Guarantee
If we don’t bring you at least 5 qualified, culture-fit buyer meetings within 120 days, you end the engagement, keep every material we created for you, and owe us nothing.
You stay in control. You’re never obligated to accept an offer. You only pay if you choose to close a deal we sourced.
*Terms and conditions may apply.
Ready to know your number?
30 minutes, private and confidential. We benchmark your firm against recent deals, outline your likely valuation range, and map your timeline.
Book the Call →If we’re not confident we can materially improve your cash at close and your closing multiple, we’ll tell you directly and point you to alternatives.