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How To Sell Your Accounting Firm

Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just exploring options. Get practical tips from an active buyer on ensuring a smooth exit on your terms. In this webinar, you'll learn: ✅ Identify factors to consider when deciding on the timing and preparation for selling an accounting firm. ✅ Calculate the value of an accounting firm using different valuation methodologies ✅ Recognize tax considerations, including structuring the sale for desired tax treatment ✅ Evaluate non-compete agreements, transitional service agreements, and other tools to protect the seller and buyer ✅ Assess creative deal structures such as seller financing and earnouts for win-win sale transactions ⬇️ Reserve your spot today ⬇️ 🔔 Earn NASBA-approved CPE and IRS-approved CE via the Earmark app 📲 https://earmarkcpe.com/ Register for CPE: https://app.earmarkcpe.com/?course_id=6e9c0613-d34e-4189-aba9-011d6951b679 About the instructors: Blake Oliver, CPA: Blake is the founder and CEO of Earmark. He co-hosts The Accounting Podcast, the most popular podcast for accountants and bookkeepers worldwide. He has been named one of Accounting Today’s top 100 most influential people and recognized as one of CPA Practice Advisor’s “40 Under 40” in the accounting profession. https://www.linkedin.com/in/blaketoliver/ Michael Ly: Michael served in a variety of financial leadership capacities, from Controller to CFO. He launched Reconciled in 2015 as entrepreneurs demand for bookkeeping services grew and the technology to serve them online has come to a good level of maturity. https://www.linkedin.com/in/michaelly/ Learn more about Earmark: https://earmarkcpe.com/
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