CPA firm conference room with wood table and city view at dusk
CPA Firm Owners · Nationwide

Sell Your CPA Firm

You built a firm clients trust with their most important numbers.

A retained client base and dependable annuity revenue make a CPA firm highly valuable. When you're ready to transition, you want a confidential process and a qualified successor who protects those relationships.

A direct buyer who understands your CPA firm

Your firm isn't a spreadsheet — it's the clients who call you every year, the staff who deliver the work, and the reputation behind your license. When you're ready to sell, you need a careful, confidential transition that keeps retention high.

Valley Acquisitions helps CPA firm owners transition practices with care. The first conversation is free and confidential. You get a defensible valuation built around your recurring revenue and retention, and a transition plan that protects your staff and clients.

Sell My CPA Firm

Why owners sell their CPA firm to Valley Acquisitions

Recurring revenue valued

Retained clients and recurring engagements are the core of your value, and central to our valuation.

Staff & client continuity

A confident team keeps clients loyal through a transition, and we plan to keep them in place.

Strictly confidential

Your staff, clients, and competitors won't know a thing until you're ready to close.

No upfront fees

No listing fees, no retainers. It costs nothing to talk with us or get a valuation.

A nationwide direct buyer

Wherever your business is in the U.S., we buy directly — no broker, no drawn-out listing.

Long-term stewardship

We help place your practice with owners who invest for the long run — not to strip it for parts.

How It Works

A clear, straightforward process.

01

Confidential intro call

A private conversation about your goals, timing, and what a good transition looks like for you, your team, and your customers.

02

Review & valuation

We review your operations and financials and give you a clear, defensible valuation — so you know your number before deciding anything.

03

Transition planning

We agree on fair terms and map out a continuity plan that protects your people and customers through the handoff.

04

Close & grow

We coordinate a smooth closing and then focus on strengthening and growing the business for the long term.

Frequently Asked Questions

Selling a CPA firm — common questions

How do I sell my CPA firm?

Start with a free, confidential call. We review your operations, financials, and your recurring client base and annuity revenue, give you a fair valuation, agree on terms, and plan a transition that protects your staff and clients before coordinating a smooth close.

What's the difference between selling my CPA firm and my accounting practice?

They're closely related — the right page depends on how you describe your firm. Either way, we value the business on recurring revenue, retention, and service mix, and plan a careful client transition.

How much is my CPA firm worth?

The value of a CPA firm reflects its cash flow and earnings alongside your recurring client base and annuity revenue. We give you a free, defensible valuation tailored to your business rather than a generic multiple.

How do you keep clients through the transition?

We plan a confidential, staged hand-off so clients experience continuity, which protects retention and value under the new owner.

What happens to your staff and clients after I sell?

We buy and help transition businesses to keep them running and growing. Our continuity plans are designed to keep your staff in place and clients well cared for through the transition.

Get Started

Curious what your CPA firm could sell for?

Start with a free, confidential conversation. No pressure, no fees — just a clear valuation built around your recurring client base and annuity revenue.

Based in Phoenix, AZ

Working with business owners nationwide

Request a free consultation

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All inquiries are strictly confidential. We'll respond within one business day.