Unlike private equity firms or large consolidators, we operate as a business built by owners who understand day-to-day operations. Preserving your firm’s identity, client trust, and internal culture is central to our approach. We maintain existing locations, support employees, and prioritize continuity rather than disruption. There are no brokerage fees, no sudden pricing changes, and no short-term extraction goals. Our focus is on stewardship—continuing your work responsibly and with the same principles that made it successful.
If you want to sell your CPA firm ownership, the details naturally go far beyond tax returns. It is retainers, work-in-progress & payroll and prepaid software along with strict client data rules. A sale can simply touch every line item. That is where our acquisition and advisory experience step into picture.
Our team is ready to collaborate & buy CPA firms. We stand active in maintaining and growing the business through the handoff. Dimov Tax values real relationships and data-driven decisions. Our primary target is a deal you can explain to your team and your top clients.
You are a quality CPA partner candidate for us if you have quality services & a good reputation in the community you serve. CPA sellers generally reach out for the reasons outlined below:
Before you sell CPA firm, we review revenue quality & retention and delivery risk. Dimov Tax focuses on reviewing the amounts. After that, we test what keeps those amounts steady. Initially, we take the following items into consideration:
Option | Best | Tradeoff |
Internal succession | Strong bench of leaders | Can take years to structure |
Merger with a peer | Similar culture and size | More negotiation points |
Sale to a buyer like us | Owners who want resources fast | Requires due diligence and a defined transition |
Our process obtains a solid sequence in order to recognize next actions:
The net proceeds vary with structure, not only the headline price. We establish full coordination with your advisors in order to match the documents to your distinct tax plan.
Deal item | Why | Special note |
Asset vs equity sale | Changes what is taxed and how | Many small firms use an asset sale |
Goodwill allocation | Generally taxed differently than wages | Needs clear documentation |
Noncompete terms | Can shift income character | Must be reasonable and specific |
Transition payments | Links pay to retention or consulting | Should match real work performed |
After closing, we maintain the maximum service quality and upgrade the business flow behind the scenes. We believe our CPA partners should see better client flow without changing what clients like as exemplified below:
A site that answers common questions in plain English
SEO and AI-search focused service pages for each offering
Seasonal posts that target timely searches in your location
Cleaner intake, scheduling and document collection
We use this approach across more than 14 states. It assists local firms in growing while staying local in feel.
Yes. We buy accounting firm opportunities nationwide by showing direct respect to each state’s firm ownership and registration rules.
That can work in specific situations. We can outline a split in accordance with specific business plans.
If you are ready to sell CPA firm, reach out to Dimov Tax today. Contact us with your timeline and basic numbers.
Dimov Tax is rated 5 stars on all major review platforms including Google, Yelp, Facebook, Angie’s List, Better Business Bureau, TaxBuzz, Thumbtack, Upwork, Bark, and much more.
