Worried About Selling Your Firm?

I’ve been in your seat — as a CPA who sold my own firm, I know what’s at stake.

Worried About Selling Your Firm to the Wrong Buyer?

I’ve been in your seat — as a CPA who sold my own firm, I know what’s at stake.

Our Process

Consultation

We start with a confidential, no-pressure call to understand your goals and what matters most to you.

Memo & Discreet Marketing

I prepare a 5–6 page confidential profile that highlights your firm’s strengths without revealing its identity. Your firm is promoted through targeted channels and my buyer network—always anonymously and under NDA.

Buyer Screening

I personally vet every buyer for financial strength, technical skills, and cultural fit before they reach you.

Meetings

You meet only the most qualified buyers so you can decide who feels like the right fit for your clients and staff.

LOI (Letter of Intent)

Once you choose a buyer, we move to a formal offer that outlines price, terms, and expectations.

Diligence/Financing

The buyer completes due diligence and secures financing, while I help manage timing and negotiations.

Close

The transaction is completed, funds are transferred, and your legacy continues with the right buyer in place.

Our Process

Consultation

We start with a confidential, no-pressure call to understand your goals and what matters most to you.

Buyer Screening

I personally vet every buyer for financial strength, technical skills, and cultural fit before they reach you.

LOI (Letter of Intent)

Once you choose a buyer, we move to a formal offer that outlines price, terms, and expectations.

Close

The transaction is completed, funds are transferred, and your legacy continues with the right buyer in place.

Memo & Discreet Marketing

I prepare a 5–6 page confidential profile that highlights your firm’s strengths without revealing its identity. Your firm is promoted through targeted channels and my buyer network—always anonymously and under NDA.

Meetings

You meet only the most qualified buyers so you can decide who feels like the right fit for your clients and staff.

Diligence/Financing

The buyer completes due diligence and secures financing, while I help manage timing and negotiations.

  • ★★★★★

    Thanks to Joshua's expertise, this transaction has exceeded my family's goals of slowing down and enjoying other aspects of life. Had it not been for Joshua’s professional guidance and the support from ABA Advisors, this transition may not have been as smooth or seamless. I wholeheartedly commend Joshua and his team, and I highly recommend them for anyone involved in a sale, merger, or similar transactions. Their expertise in the accounting field and understanding of the nuances of accounting practices are truly exceptional. My experience with ABA Advisors and Joshua Dennis has been life-changing, and I confidently recommend Joshua as a trusted advisor for your accounting practice.
    A.R., CPA, ABV, CVA, CFE, New Jersey (Philadelphia)

  • ★★★★★

    Joshua Dennis has been a great companion in order to sell my CPA practice on the terms I had in mind which would not have been possible without him. He is extremely helpful and a true professional. Has contacts with financial Institutions that facilitated the loan process. The whole selling experience was great and very simple because of him. I highly recommend him.
    N.Q., CPA, Fairfax County, VA (Washington D.C.)

  • ★★★★★

    I was initially hesitant to reach out to you because I had a less than happy experience with another broker. You were able to alleviate my concerns and immediately started the process of gathering information and setting up a marketing plan. You quickly found several potential buyers and actually found more than one buyer willing to make a full price offer! The closing happened quickly and allowed me to retire with no concerns for the services to my clients. I was especially pleased with the way you kept in contact, as well as your ability to provide reassurance and your openness to discuss all aspects of the process. I could not have made this transition without your help and I will always be grateful for your kindness and professionalism. I wish you all the best in the future and I hope all of your projects work as well as ours.
    M.G., CPA, Denver

  • ★★★★★

    Thanks to Joshua's expertise, this transaction has exceeded my family's goals of slowing down and enjoying other aspects of life. Had it not been for Joshua’s professional guidance and the support from ABA Advisors, this transition may not have been as smooth or seamless. I wholeheartedly commend Joshua and his team, and I highly recommend them for anyone involved in a sale, merger, or similar transactions. Their expertise in the accounting field and understanding of the nuances of accounting practices are truly exceptional. My experience with ABA Advisors and Joshua Dennis has been life-changing, and I confidently recommend Joshua as a trusted advisor for your accounting practice.
    A.R., CPA, ABV, CVA, CFE, New Jersey (Philadelphia)

  • ★★★★★

    Joshua Dennis has been a great companion in order to sell my CPA practice on the terms I had in mind which would not have been possible without him. He is extremely helpful and a true professional. Has contacts with financial Institutions that facilitated the loan process. The whole selling experience was great and very simple because of him. I highly recommend him.
    N.Q., CPA, Fairfax County, VA (Washington D.C.)

  • ★★★★★

    I was initially hesitant to reach out to you because I had a less than happy experience with another broker. You were able to alleviate my concerns and immediately started the process of gathering information and setting up a marketing plan. You quickly found several potential buyers and actually found more than one buyer willing to make a full price offer! The closing happened quickly and allowed me to retire with no concerns for the services to my clients. I was especially pleased with the way you kept in contact, as well as your ability to provide reassurance and your openness to discuss all aspects of the process. I could not have made this transition without your help and I will always be grateful for your kindness and professionalism. I wish you all the best in the future and I hope all of your projects work as well as ours.
    M.G., CPA, Denver

The Right Broker Makes a Difference

Joshua Dennis

Other Brokers

Flexible Agreements

No long-term lock-ins — just 30 days’ notice.

Locked Into Long Contracts,

6–12 month committment, even if the broker isn’t delivering results.

Hands-On Buyer Screening

I personally vet financials, skills, and culture fit.

Minimal Screening

Any interested party gets through, wasting your time with unqualified or poor-fit buyers.

Confidential Process

Strict NDAs, discreet marketing, and anonymous listings.

Generic Listings

Firm names or locations are exposed too early, putting your staff and client relationships at risk.

Best Offer Guarantee

With deep banking and finance expertise, Joshua knows firm valuations inside and out—and negotiates to secure the strongest possible offer for your practice.

Quick Sale, Low Return

They focus on closing fast, not maximizing what your firm is truly worth.

Let's Talk About Your Next Chapter

Whether you sell in three months or three years, you’ll walk away with clarity, not pressure.

BOOK A CALL

Frequently Asked Questions

1What is My Practice Worth Right Now?
The value of your accounting or CPA practice depends on several factors: your annual revenue, client retention rate, profitability, service mix, and staff structure. Most sales of accounting practices fall between 0.8x and 1.5x annual gross revenue, but the real price to sell your accounting practice comes down to the quality of your client relationships and how easily the business can transfer to a new owner. If you’re wondering how much you can sell your accounting practice for, a broker experienced in selling accounting firms can provide a customized valuation based on current market data and recent sales of accounting practices in your area.
2How Long Will it Take to Sell my CPA Practice?
If you’re thinking, “I want to sell my accounting practice,” the process typically takes six to twelve months from start to finish. The exact timeline depends on your firm’s size, location, client mix, and how prepared you are for transition. Well-organized practices with clean financials and strong client retention tend to sell faster. Larger firms or those offering specialized services may take longer to find the right buyer. A broker who knows how to sell an accounting practice will guide you through valuation, marketing, buyer screening, and closing so the sale moves efficiently without sacrificing value.
3How Much Does it Cost to Hire a Broker to Sell My CPA Practice?
If you’re wondering how much it costs to hire a broker to sell your CPA practice, most charge around 10% of the final sale price, with a reasonable minimum for smaller practices. That percentage can vary depending on the size of your firm, your location, and the level of support you need. If you’re looking to sell your accounting practice, your broker should not only handle valuation and marketing but also guide you through negotiations, buyer vetting, and closing. A good broker’s goal is to help you net more than their fee by running a competitive, confidential, and efficient process. When you sell an accounting practice or CPA firm, your broker manages listings, buyer outreach, and due diligence—so you can focus on client transition and keeping your business stable during the sale.
4How Do You Find Buyers?
When you’re ready to sell your accounting practice or CPA firm, finding qualified buyers is all about targeted exposure and careful screening. I market your practice across multiple listing platforms, my private buyer database, and through direct outreach and email campaigns to potential purchasers actively looking to buy a tax or accounting practice. Every buyer is personally screened for financial capability, technical competence, and cultural fit before you ever take a call. This ensures that when you decide to sell your accounting practice you only speak with serious, qualified prospects who are the right match for your firm.
5How Do You Protect Confidentiality?
We never publish your firm name or pinpoint location. Interested buyers sign an NDA before seeing specifics; staff and clients are only informed at the right stage.