AI
The Firmlever Weekly Roundup: Issue #31
Time to open the kimono 👘 on accounting firm profitability...
M&A
If you thought 2025 was a rollercoaster for the accounting industry, you might want to fasten your seatbelt a little tighter. We are just getting started.
You can't manage what you can't measure--said someone pretty smart...
how-to-sell-my-accounting-practice
Deciding when and how to sell my accounting practice is perhaps the most significant professional decision a firm owner will ever make, representing the culmination of years, often decades, of hard...
Would you buy a house based solely on a curbside view, without ever stepping inside to check the foundation, the plumbing, or the wiring? It sounds absurd, y...
The difference between a practice that sells for a 1.2x multiple or more.
You have spent decades building your firm. You’ve weathered tax season changes, navigated staffing shortages, and built deep relationships with clients who t...
From solo to $7.5M, get our proven playbooks to grow, price, automate and hire the best.
You have spent years, perhaps decades, building your firm. You have navigated tax season burnout, managed complex client relationships, and adapted to an eve...
The landscape of professional services is shifting beneath our feet, and nowhere is this more evident than in the surge of cloud accounting firm acquisition activity.
The most dangerous number in business is one. In the context of selling an accounting practice, relying on a single owner to manage client relationships, execute complex work, and drive new...
The landscape of the accounting profession is undergoing a seismic shift, driven by a convergence of technological disruption and demographic inevitability often referred to as the "Silver...
Why I Created This Guide I've spent years working with accounting firm owners on growth and valuation strategy. And I've noticed something: the same questions come up again and again. "What's a good realization rate?" "How do I calculate revenue per
The landscape of the accounting profession is undergoing a seismic shift, driven by a convergence of talent shortages, technological disruption, and an aging demographic of partners looking for...
Deciding to sell the firm you have spent decades building is perhaps the most significant financial and emotional decision of your professional life, yet many owners leave the crucial element of...
In the current landscape of mergers and acquisitions, the valuation of an accounting practice is no longer solely determined by its gross revenue or client retention rates; increasingly, the...
Deciding to exit the firm you have built from the ground up is rarely a snap judgment; it is often the culmination of years of hard work, sleepless nights during tax season, and the realization...
What Determines the Value of an Accounting Firm? Every accounting firm owner asks this question eventually: What is my firm actually worth? Maybe you're five years from retirement and starting to think about exit options. Maybe a buyer approached you out of the blue. Or maybe you'
Acquiring an accounting firm is often viewed as the ultimate shortcut to growth, yet statistics show that without the right strategy, it can become a costly distraction. For firms looking to scale...
In the competitive landscape of professional services, the fastest path to growth often isn't a viral marketing campaign—it's a signature on a purchase agreement.