Accounting Practice Acquisition with a Client-First Approach

For accounting professionals planning their transition

You built something valuable. Let's ensure your clients receive exceptional continuity and you receive full value.

Whether you're exploring how to sell your accounting practice or planning your retirement, we offer a client-first approach to practice acquisition. We're actively acquiring practices with one priority above all: ensuring your clients experience a seamless transition with high-quality, comparable service levels.

When client value comes first, your value follows naturally.

 

Preserving Your Legacy, Protecting Your Clients

We understand what you've built: the relationships you've nurtured, the trust your clients place in you, and the team you've developed. These aren't just assets to be acquired. They're a legacy to be preserved.

Our approach prioritizes client continuity above all else. We're not looking to extract value and move on. We're looking to honour your work by maintaining the quality and personal attention your clients expect and deserve.

Comprehensive Support Through Every Stage

We are your collaborative partners through the complete journey, from initial valuation to client transition to final closing.

Start the Conversation

When You Work With Us:

  • Client-First Transition Planning: Your clients receive seamless transitions and service quality that matches what you've provided. Careful communication, gradual relationship transfer, and maintaining personal attention.

  • Comprehensive Practice Valuation: Understand your practice value through comprehensive assessment that considers client relationships, recurring revenue streams, and growth potential.

  • Staff Support & Retention: Where possible, we work to retain your team members, preserving institutional knowledge and maintaining continuity for clients and employees.

  • Structured Transition Timeline: We navigate client transitions with care and minimal disruption. Whether you prefer a rapid exit or gradual transition with ongoing involvement, we structure the acquisition to meet your needs.

  • Fair, Transparent Process: We structure an acquisition that honours your legacy and preserves client relationships, with transparent communication and fair terms throughout.

WHAT WE’RE LOOKING FOR

Practices That Align With Our Values

We're seeking to acquire accounting practices from professionals who share our commitment to client-centred service, have built strong long-term client relationships, and serve small businesses and/or not-for-profit organizations.

Ideal Practice Profile:

  • Small to medium-sized client base focused on quality relationships

  • Mix of small business and/or not-for-profit clients

  • Recurring revenue through year-round advisory services

  • Located in BC or serving BC clients

  • Strong reputation in the community

A Partner Who Understands What You've Built

We're not a large firm looking to consolidate and cut costs. We're not private equity seeking to maximize extraction.

We're a growing practice committed to the same values you've built your career on: client-centred service, direct personal attention, and long-term relationship building.

Our Commitments:

Client Quality Maintenance:

Your clients will receive the same level of service and personal attention. We won't delegate their work to junior staff.

Fair Valuation & Terms:

Transparent, fair valuation based on comprehensive assessment, not lowball offers.

Respectful Timeline:

We work on your timeline, whether you need to transition quickly or prefer a gradual exit over several years.

Legacy Preservation:

We're committed to preserving the relationships you've built and maintaining the reputation you've earned.

Direct Communication:

You'll work directly with Andy throughout the entire process. No intermediaries.

Let's Discuss Your Accounting Practice Transition

Ready to explore what a client-first practice acquisition could look like for your firm? Whether you're actively planning your retirement or just beginning to think about your options, let's have a confidential conversation about your goals.

Schedule a Confidential Consultation
Learn More About Our Approach 
We're committed to preserving your legacy, supporting your staff, and maintaining the client relationships you've spent years building.
When you work with me, you’re working with the best.