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 your accounting practice, you have heard from brokers and consolidators before. This page is different in one way: we are the buyer. There is no commission, no listing, and no shopping your practice around. You talk directly to the people making the decision.
We know what matters when you sell. Whether the money is real. What happens to your clients and your staff. Whether your name is respected after you step back. The rest of this page answers those three questions.
Committed before we offer
Equity capital is committed before an offer is made. No SBA-loan suspense, no financing contingency. Proof of funds is available to your broker at LOI.
One committee
A small senior deal team and a single investment committee. Questions get answers in days, not quarters.
Structures that fit
Cash at close. A retention-linked earn-out or holdback where the deal calls for it — standard in CPA deals, sized fairly. A seller note on market terms. Optional equity rollover.
Four worksheets for practice owners: valuation by service line, SDE and EBITDA, after-tax proceeds under California rates, and sale readiness. No email required.
Funding certainty
Individual buyerOften an SBA loan and a financing contingency. The deal waits on a bank.
Traditional consolidatorApprovals move through layers; terms can shift late in the process.
WINCommitted capital before the offer. Fast decisions, 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 dedicated, practicing CPA owner who signs returns and sits with your clients.
Your staff
Individual buyerDepends entirely on the buyer's capacity and plans.
Traditional consolidatorConsolidated. 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. Your legacy is the asset we are buying.
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.
Thirty minutes. Whether there is a fit worth exploring. Nothing is shared beyond the room. Week 1
A short exchange of high-level figures and an honest indication of value. Weeks 1–2
A written offer with funding confirmed. Proof of funds available to your broker. Weeks 3–4
Focused and finite. No fishing expeditions. Your office routine is undisturbed. Weeks 5–8
Cash at close. The transition begins 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, introducing your successor client by client. Or step back sooner. The transition runs on your schedule, not ours.
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.