Accounting Tax Brokers
Advising Buyers and Sellers of Accounting and Tax Practices
Powering Dreams
1,277
Satisfied Clients
99%
Approval Rate
25+
Years of Experience
About Us
Accounting Tax Brokers is comprised of a dynamic team of seasoned professionals, including former CFOs, CPAs, Controllers, and Business Brokers. With deep expertise in accounting, tax preparation, and M&A consulting, our team is committed to delivering exceptional service. We guide our clients through every stage of the process—from initial consultation to successful closing—ensuring a seamless and informed experience throughout.
Client Solutions
Buying a Practice
Buy-side brokerage services help buyers identify, evaluate, and acquire accounting practices. Services include sourcing opportunities, conducting due diligence, advising on valuation, and managing negotiations. The goal is to ensure a smooth transaction and secure the right strategic fit.
Selling a Practice
Sell-side brokerage services support accounting firm owners through the sale process. Services include practice valuation, preparing marketing materials, sourcing qualified buyers, and managing negotiations. The goal is to maximize value, maintain confidentiality, and ensure a successful, seamless transition.
Valuing a Practice
Valuation services provide an objective assessment of an accounting practice’s worth, considering factors such as revenue, profitability, client base, and market conditions. These services support both buyers and sellers in setting fair, defensible prices and making informed decisions throughout the acquisition process.
Succession Planning
Succession planning services help accounting firm owners prepare for a smooth transition of leadership or ownership. This includes identifying future successors, valuing the practice, developing transition timelines, and ensuring client and staff continuity. The goal is to protect the firm’s legacy, maximize value, and ensure long-term stability.
