For owners of small tax practices

What would your practice be worth in a sale?

Five questions. Two minutes. A real value range grounded in sold-practice transaction data — and the factors holding that number down.

Free · No commitment · Uses your firm-level figures only — never client return data

Your practice's total fees collected — a close estimate is fine.
$
Enter your annual revenue — an estimate works.
Pick the closest fit.
Pick the closest fit.
Monthly retainers, bookkeeping, payroll, standing engagements — work that returns without being re-sold each spring.
Pick the closest band.
Returns filed plus standing engagements — ballpark is fine.
Enter a rough client count.
Average across the year — season and off-season together.
Enter your average weekly hours.
Pick one.
Pick one.
Instant. Nothing required to see the result.
Your estimated practice value today
$—
Gray band: middle half of sold accounting & tax practices, 2021–2025 (0.92×–1.17× revenue). Green: your range.
This range reflects what practices actually sell for — listing prices typically run 10–20% higher than realized sales.

Point estimate
Prepared value
What the same practice supports after the suppressors below are fixed.
Implied owner earnings
At the sold-practice median margin of 52%. A deep valuation replaces this with your real number.

The five factors setting your number

Every buyer and every broker prices the same five things. Here is how yours read.

Three things owners find out too late

Your EFIN doesn't transfer. A buyer needs their own — and a new EFIN takes 45–90 days. Sales that ignore this stall at the worst possible moment.

Client files can't simply follow the buyer. AICPA rules require consent letters with a 90-day objection window, and IRS §7216 restricts return data separately. Two notices, not one.

Unprepared practices sell on terms, not cash. Sub-$1M practices typically see only 30–50% cash at close — the rest sits in earnouts that claw back when clients leave. Preparation is what converts a deferred, at-risk exit into a cash one.

Want this as a one-page score report?

Your range, your five factor reads, and what each fix is worth — in your inbox.

Firm-level figures only. No client return information is collected — and none ever will be without your written consent. No spam; nothing is sold.
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