The Firmlever Weekly Roundup: Issue #31
Time to open the kimono 👘 on accounting firm profitability...
Latest
5 Accounting Firm M&A Predictions for 2026
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.
The Ultimate Glossary of Accounting Firm Metrics, KPIs & Valuation Terms (2026 Edition)
You can't manage what you can't measure--said someone pretty smart...
The 2026 Guide to Selling Your 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...
The Complete Guide to Valuation of Accounting Practice: What Is Your Firm Really Worth in 2026?
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 Complete Guide to Cloud Accounting Firm Acquisition
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.
Team Building for Exit Success: Delegation and Succession Planning
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 Complete Guide to Accounting Practices for Sale
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...
The Ultimate Accounting Firm Metrics & Valuation FAQ: 150+ Questions Answered (2026 Edition)
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 Ultimate Guide to Accounting Firm Mergers
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...
Exit Planning and Timing: When to Sell Your Accounting Practice
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...
Modern Technology Stack for Accounting Firms: Tools That Increase Valuation and Efficiency
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...
selling-accounting-practice
The Complete Guide to Selling Your Accounting Practice in 2026
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
How to Value an Accounting Firm: The Complete Guide to CPA Practice Valuation (2025-2026)
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
The Complete Guide to Buying an 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
Client Acquisition Strategies for Accounting Firm Buyers
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
Building Value Before Sale: Growth Strategies That Increase Practice Valuation
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
Due Diligence Preparation for Sellers: What Buyers Look For
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
The 2026 Guide to 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
Integration Planning for Accounting Firm Buyers: Post-acquisition Success
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
Systems and Processes That Increase Accounting Practice Valuation
The difference between a practice that sells for a 1.2x multiple or more.
accounting-practice-valuation-metrics
Financial Metrics That Drive Higher Accounting Practice Multiples
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
Work-life Balance and Exit Readiness: Preparing for Your Next Chapter
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
The Comprehensive Guide to Finding the Right Broker for Selling Your 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...