One thirty-minute call. No commitment, no listing, no marketing. We will discuss your practice, your timeline, and what a thoughtful accountant succession plan tailored to your situation could look like.
Every conversation begins the same way: with absolute confidentiality. Nothing you share with us in the first call leaves our office — not the name of your practice, not the geography, not the size of your book.
The first thirty minutes are for you. We will answer questions about how the market is pricing practices in your size range, what current buyer activity looks like, and the highest-leverage actions to take next given your timeline.
If we are the right fit, we will outline what a formal engagement would involve. If we are not, we will tell you that as well — and point you toward the resources or advisors that fit your situation.
Direct line:
Available on request to qualified practice owners.
Hours:
Monday–Friday, 8:00 AM – 6:00 PM ET
Evening calls by appointment.