Confidential Marketplace for CPA Practice Transitions · NY · NJ · CT
A private, competitive process for the firm you built.
A confidential marketplace for CPA and accounting practice transitions across New York, New Jersey, and Connecticut. We represent owners and bring a vetted group of buyers — a real, competitive process, on the owner's timeline, without a public listing.
What we do
- Represent CPA and accounting firm owners in confidential transitions
- Bring a vetted group of buyers to each engagement
- Run a private, competitive process — not a public listing
- Plan for staff and client continuity from the first conversation
- Move at the pace the owner sets
- Focus exclusively on NY, NJ, and CT practices
3
States we work in — NY · NJ · CT
Multiple
Vetted buyers per engagement
Private
No listings or marketing packets
Owner-led
Timeline, structure, and pace
You may be thinking…
Owners contact us at different moments — with the same question.
What happens to the firm, the clients, and the people who helped build it — and what is it worth in a private, competitive process?
I want to retire, but I do not have a successor in place.
I want to slow down while my clients continue to be served well.
I want a successor firm that will not disrupt staff or clients.
I want to explore a sale privately, without a public listing.
Is this the right time?
You don't have to know for certain. A few signals help.
If one or more of these describes where you are, an early conversation is likely worthwhile — even if a transaction is a few years away.
- You are within 1 – 10 years of retirement.
- You do not have an internal successor identified.
- You'd like to reduce your workload without a hard cut-off.
- You want to understand what your firm could be worth to serious buyers.
- You'd rather run a private, competitive process than a public listing.
Early conversations create more flexibility on structure, timing, and staff continuity — even when a transaction is still years away.
Start a Private ConversationOur commitments
What we hold ourselves to — with every owner.
These are the standards we bring to every conversation, from a first quiet call through integration with the buyer you choose.
Confidential Process
No listings, no marketing packets, no public disclosure. Your firm is introduced only to vetted buyers, and only after you agree.
Multiple Vetted Buyers
You get real options and real competitive tension — not a single take-it-or-leave-it offer from the first firm to call.
We Represent the Owner
Our job is to prepare the opportunity, run the process, and protect the owner's interests through every conversation.
Staff & Client Continuity
Continuity of service and long-tenured staff are addressed early in every conversation, with every buyer we introduce.
Owner's Timeline
Some owners transition in six months, others over five years. The schedule is yours to set.
Discreet Conversations
First conversations often happen after hours. Nothing moves further without your written consent.
Flexible Structures
Full sale, phased buy-out, or merger — we help owners weigh structures offered by the buyer group.
Regional Focus
We work only in NY, NJ, and CT — where an in-person integration and local continuity are straightforward.
Structures owners consider
Three shapes an owner-friendly transition can take.
Every firm is different, and no single structure fits every owner. In a first conversation we typically discuss which of the three below best matches your goals for timing, continuity, and financial outcome — before any buyer is introduced.
01
Direct Sale
For owners ready to sell. We introduce your firm confidentially to a vetted buyer group and run a private, competitive process.
02
Phased Buy-Out
For owners who want to step back gradually. Ownership transfers in stages over a defined runway while you remain the trusted face to legacy clients.
03
Merger & Continuation
For owners whose firms retain strong momentum. Practices combine, the brand is preserved where it matters, and senior staff continue on partner-track economics.
Our process
A measured, six-step path — on your timeline.
From first conversation through integration, we move at the pace the owner sets.
- 01
Confidential Conversation
A private call to orient. No documents, no disclosure to anyone.
- 02
Understand Your Goals
Timeline, client care, staff, financial expectations, post-close role.
- 03
Prepare the Opportunity
We assemble the confidential materials and identify the vetted buyers who fit.
- 04
Introductions & Offers
Buyers submit offers under one timeline and one set of rules.
- 05
Definitive Terms
You compare structures and terms, with your own attorney and independent valuation when helpful.
- 06
Transition & Integration
Client communication, staff continuity, and operational integration on your schedule.
Continuity of what you built
The firm you built deserves a thoughtful hand-off — not a hurried one.
A well-run practice is more than a book of business. It's decades of client trust, relationships with staff who followed you here, and a reputation built one filing season at a time.
We plan for those things first — with every buyer we introduce. Structure and terms follow from what you want to see continue.
Confidentiality
Every step, every conversation.
Competitive process
Real options, not a single offer.
Client continuity
Preserving the relationships you built.
Staff continuity
Careers preserved through the transition.
A quiet starting point
The CPA Owner's Succession Planning Checklist
Preparing Your Accounting Practice for a Transition
A self-guided guide covering the areas that shape every successful transition. Roughly fifteen minutes of reading. Yours to keep — no obligation to speak with us.
Download the ChecklistPrefer a personalized score?
Take the 2-minute Readiness Assessment.
Six confidential questions. A private readiness score. No email required to see your result.
Begin the AssessmentClient industries the firms we work with typically serve
We're at home with the client mix of most tri-state accounting practices.
- Owner-managed businesses
- Real estate & construction
- Medical & dental practices
- Legal & professional services
- High-net-worth individuals
- Trusts, estates & fiduciary
- Nonprofit & foundations
- Family offices
Where we work
New York · New Jersey · Connecticut
NY
NJ
CT
We focus on tri-state practices where an in-person integration is straightforward. [ADD: any professional memberships or credentials once confirmed — real ones only.]
A quiet next step
The best transitions are planned before they are urgent.
One confidential conversation about a private, competitive process. No obligation.
Frequently asked
Questions owners and buyers ask us early on.
Have a question you don't see here? A brief email or call is the simplest starting point.
Ask a Question Privately