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Sell your practice
For bookkeepers ready to hand their clients to someone who will look after them.
If you are retiring, changing direction, or simply carrying more clients than you want, we will talk about acquiring the practice. The conversation is confidential and it starts with what happens to your clients.
Why owners call us
The clients are the concern.
Most bookkeeping practice owners are not primarily worried about the multiple. They are worried about the client who trusted them for eleven years being handed to someone who will not return a call in March.
That is the part we talk about first: who serves them, what changes, what does not, and how the transition is communicated. Price follows a conversation about care, not the other way around.
What we look for
Fit matters more than size.
01
Recurring client work
Monthly or quarterly engagements rather than one time projects.
02
Trades and field service
Contractors, specialty trades, and service businesses are where our team is strongest.
03
Documented enough to transfer
Records and processes we can actually take on without guessing.
04
Owner led relationships
Practices where the owner is trusted, because that trust is what we are being asked to carry.
05
Any size
A handful of clients or a full book. Both conversations are worth having.
06
Clean intent
You want the clients cared for and a fair outcome for yourself.
How the process runs
Five steps, no pressure.
A private conversation
What you have built, what you want, and what timeline you are working with. Nothing is shared with anyone.
A mutual confidentiality agreement
Before any client detail, financials, or names change hands.
A look at the practice
Client mix, revenue, fee structure, software, and how the work is currently delivered.
A written proposal
Structure, price, transition plan, your role during the handover, and what clients will be told.
A managed transition
Introductions, overlapping service, and communication that protects your reputation as much as our onboarding.
Your clients spent years trusting you. That transfers or it does not.
We would rather walk away from a practice than take on clients we cannot serve at the standard they were promised. That is not a negotiating position, it is how the transition either works or fails.
Questions
What practice owners ask.
Is the conversation confidential?
Yes, from the first message. We sign a mutual confidentiality agreement before any client detail or financial information changes hands.
How do you value a practice?
Recurring revenue, client mix and retention, fee levels, delivery cost, and how transferable the relationships are. You will see the reasoning, not just a number.
Can I stay involved?
Yes, and it often helps. Many transitions include the owner in a defined role during the handover, and some continue part time afterward.
What if my clients are not in the trades?
Still worth a conversation. Trades are where our team is strongest, not the only work we do.
What happens to my staff?
That is part of the proposal, and it is discussed openly rather than decided after the fact.