Guides

Practical, sourced guides for accounting and CPA practice buyers and sellers.

What Counts as "Recurring" in a CPA Practice, and Why Buyers Don't Take the Seller's Word for It

August 13, 2026

Sellers often overstate their recurring revenue by including project work that just happens to repeat. Here's how buyers actually classify the mix, and what an 85%-vs-50% split does to the multiple.

What the Earnout Really Protects: Client Retention After a Practice Sale

August 9, 2026

Most accounting practice sales hold back 20-30% of the price for two to three years, paid out based on which clients actually stay. Here's what determines that number.

How Accounting and CPA Practices Are Valued: Multiples, Recurring Revenue, and What Actually Moves the Price

August 3, 2026

Why a practice's valuation method changes with its size, and what recurring revenue, client concentration, and owner dependency actually do to the multiple.