Do you love your tax practice yet have no idea how to sell it whenever that time comes?
Do you feel nervous that all the efforts you have put in to acquire clients, creating systems and growing your practice will die whenever you would exit from your firm?
Or are you burnt out from tax seasons year after year and are looking for a change already so you could retire early, travel, explore other industries or areas in your life?
Then I am here to assist you so you can have a dream 6-7 figure exit, whenever you're ready.
I started my tax practice as a sole proprietor and after years of crazy growth and profitability yet burning myself out for each tax season, I decided it was time for change. So I stepped into the market to see what my options were and I was surprised to not find any detailed resources on:
How to really sell an accounting/tax practice?
How to set up your practice before exiting so it's enticing for your buyers (even as a sole proprietor)?
Things to know before selling your practice?
How to find the right broker and get a valuation of your practice, even before you're ready to sell?
How to receive offers, evaluate them, negotiate and choose the best offer for your practice?
How does the actual sale happens and what are the tax implications?
What to expect after selling the practice and things to consider for transition plan?
Ultimately, I had to spend hours researching on each of the areas above and was able to sell my practice at a 100% Cash Upfront Offer (no installments, no guarantees which is rare) and a large profit. I learnt everything the hard way yet with research and caution on each aspect, I was able to sell the practice, which was a dream.
Now I am here to share my journey and knowledge with you, so you can start preparing today, no matter when your exit timeframe is. Depending on how you have set up your practice and communicate with clients, it may take years until your practice is ready and it may be too late to find out otherwise when you're out trying to sell.
So these videos will exactly give you all the information you need and empower you with each element of the process so you can confidently get out in the market, whenever you'll be ready.
