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# The Firmlever Weekly Roundup: Issue #38
- URL: https://www.firmlever.com/blog/the-firmlever-weekly-roundup-issue-38/
- Published: 2026-02-07T16:45:44.000Z
- Updated: 2026-02-07T16:45:44.000Z
- Description: The "Client Handoff" Edition
- Author: Marc Howard

I posted on LinkedIn yesterday about buying client blocks from accounting firms.

Not buying firms. Just the clients that they've outgrown.

Within 13 hours, [over 30 firms reached to me as buyers](https://www.linkedin.com/feed/update/urn:li:activity:7425539638972538880/?originTrackingId=kyDyih6yBKj8XTOes7Zt4A%3D%3D&ref=firmlever.com).

Here's what's happening:

I keep talking to mid-sized firm owners sitting on 40, 60, 100+ clients they don't want anymore.

Not bad clients--clients the firm outgrew. Too small for the overhead. Too low-fee to justify a senior reviewer touching the file.

Partners want them gone, but firing clients is awkward and selling a handful of small accounts through a broker isn't worth the hassle.

Meanwhile solos and small firms are starving for exactly those clients.

- Low overhead
- Tech-native
- Happy to take a book of 20–50 QBO clients at $1,500–$3,000/year.

They just can't find them.

That's why I'm building Firmlever Handoff--a private deal flow channel where I source and vet client blocks from small to mid-sized firms and match them to qualified buyers.

We have [3 open blocks right now](https://docs.google.com/spreadsheets/d/1htEqNbz5g7pY94udvUE5cbBvfRfWS0gsh%5FGjRiiSX8M/edit?usp=sharing&ref=firmlever.com) with 2 more listing next week.

**Sellers:** If your accounting/tax/bookkeeping firm has clients you've outgrown and you'd rather get a check than manage the awkward breakup--reply to this email with a rough client count and revenue estimate. I already have the buyers waiting. I can give you a preliminary valuation within 48 hours.

**Buyers:** Here are the current open deals. Email me at [marc@firmlever.com](mailto:marc@firmlever.com) with the Deal ID and your criteria:

[![](https://storage.ghost.io/c/54/db/54db9529-7fe6-4497-b492-d106a4029bd7/content/images/2026/02/Screenshot-2026-02-06-at-9.59.58---PM.png)](https://docs.google.com/spreadsheets/d/1htEqNbz5g7pY94udvUE5cbBvfRfWS0gsh%5FGjRiiSX8M/edit?usp=sharing&ref=firmlever.com)

The current listings:

[https://docs.google.com/spreadsheets/d/1htEqNbz5g7pY94udvUE5cbBvfRfWS0gsh\_GjRiiSX8M/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1htEqNbz5g7pY94udvUE5cbBvfRfWS0gsh%5FGjRiiSX8M/edit?usp=sharing&ref=firmlever.com)

### Next Up:

If you missed it last week I just released an early copy of a book I'm writing chapter by chapter in public, *The Exit Ready Firm*:

[![](https://storage.ghost.io/c/54/db/54db9529-7fe6-4497-b492-d106a4029bd7/content/images/2026/02/image-1.png)](https://docs.google.com/document/d/16lVX3y4ggDMSXawgy08vOxzpL77HwZ%5Fc/edit?usp=sharing&ouid=106063772848641552040&rtpof=true&sd=true&ref=firmlever.com)

You can grab an early preview edition for free here (direct link to Google Doc):  
[https://docs.google.com/document/d/16lVX3y4ggDMSXawgy08vOxzpL77HwZ\_c/edit?usp=sharing&ouid=106063772848641552040&rtpof=true&sd=true](https://docs.google.com/document/d/16lVX3y4ggDMSXawgy08vOxzpL77HwZ%5Fc/edit?usp=sharing&ouid=106063772848641552040&rtpof=true&sd=true&ref=firmlever.com)

It covers:  
\- The 4 buyer types (and which pays the highest multiple)

\- The "Key Person Risk" test that kills deals

\- The diligence landmines and how to defuse them

\- The leverage points most sellers never use

A special thanks for the many firm owners and industry experts who provided feedback including:  
\- Ben Towne, CPA/ABV/CFF  
\- David Thach CPA, CEPA  
\- Mike Trillo  
\- Aaron Beauclair

### One more thing.

I've benchmarked 240+ accounting firms. The ones that get premium multiples aren't always the biggest--they're the ones that knew their gaps before buyers found them.

The [Pre-Exit Readiness Assessment](https://exitprep.firmlever.com/?ref=firmlever.com): 8-dimension operational diagnostic, benchmarked against my database, with a gap analysis, roadmap, PDF report, and a 60-minute 1-on-1 call with me.

$997\. Results in 2 days. Money-back guarantee. Limited to 6 per month.

Whether you're selling soon or just want to know if your firm is an asset or a job.

[Get Your Assessment →](https://exitprep.firmlever.com/?ref=firmlever.com)

That's it for this week!

Best,

Marc Howard  
Founder, Firmlever

**p.s**. - If you found this newsletter valuable please forward to someone who you think may also enjoy!