Marc Howard, a serial entrepreneur in the accounting space is Host of the Pitch Your Firm podcast, founder of Firmlever, founder of Taxplow, Cofounder of BizPayO, and creator of Tax Advisor GPT.
selling-accounting-practice
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...
how-to-value-an-accounting-firm
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'
buy-accounting-firm
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...
accounting-firm-client-acquisition
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.
building-accounting-practice-value
Every firm owner thinks about the exit eventually, but the most successful ones treat their practice as an asset to be cultivated long before they put a "For Sale" sign in the window. Building...
accounting-practice-due-diligence-preparation
The difference between a deal closing at a premium multiple and falling apart at the eleventh hour often comes down to a single, grueling phase: due diligence. For firm owners, this period can feel...
due-diligence-in-accounting-m&a
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...
accounting-firm-integration-planning
Mergers and acquisitions in the accounting profession are surging, yet statistics reveal a sobering truth: a significant percentage of deals fail to realize their projected value not because of...
accounting-practice-systems-valuation
The difference between a practice that sells for a 1.2x multiple or more.
accounting-practice-valuation-metrics
In the high-stakes world of accounting firm mergers and acquisitions, the difference between a mediocre exit and a market-leading valuation often comes down to the specific financial metrics that...
accounting-firm-owner-exit-readiness
For many accounting firm owners, the concept of work-life balance often feels like a distant memory, sacrificed somewhere between the third tax season extension deadline and managing urgent client...
broker-for-selling-cpa-practice
You have spent decades building your firm. You’ve weathered tax season changes, navigated staffing shortages, and built deep relationships with clients who t...