The Firmlever Weekly Roundup: Issue #40

I keep having the same conversation.

Firm owner. $1M–$5M. Moved upstream into advisory, outsourced CFO, business returns. Good problem to have.

Except they're still carrying 30, 50, 100+ clients that don't belong there anymore. The $1,500 1040s. The basic QBO bookkeeping. The clients who are perfectly fine but can't justify touching a senior reviewer's desk.

They don't want to fire them. They don't want to deal with a broker for a $40K block. So the clients just sit there — dragging down realization rates, clogging capacity, and quietly costing the firm more than anyone wants to admit.

I solve that problem now.

I've spent the last year building a benchmark database of 240+ accounting firms. I know what these blocks are worth. I know who wants them. And I've built the infrastructure to move them quickly and cleanly.

No public listing, no 6-month process, no broker taking a cut, no transaction fee.

Earlier this month I posted about this and 30+ firms responded as buyers within the first few days:

The bottleneck isn't demand. It's supply. We need more sellers.

If your firm has clients it's outgrown--any mix of 1040, bookkeeping, or small business compliance--I want 15 minutes with you.

No prep needed. No client lists. No sensitive data. Just a short conversation about what you have, and I'll tell you how much it may be worth and what I can do with it.

I'm taking on 3–5 new blocks this quarter--grab a slot here.

Marc