The Smarter Way to Buy or Sell a Tax Practice
If you’ve ever run the numbers on selling your practice and wondered whether you’re about to give away decades of work for less than it’s worth, this workshop is for you. If you’re on the buying side, this is for you too.
More firms will change hands in the next decade than at any other point in this industry’s history. But the process most CPAs are stepping into wasn’t built for them. It was designed for large firms with legal teams, brokers, and the bandwidth to manage a dozen moving parts at once. Most small firm owners have none of those things, and every one of those steps becomes a place where things can go wrong.
In this free 60-minute live session, Will Hamilton walks you through a five-step framework built on 17+ years of hands-on work advising tax and accounting firm owners through real transitions. You’ll leave with a clear picture of where you are in the process and what needs to happen next, whether you’re actively in a deal or just starting to think about one.
What you'll learn:
- Why the traditional buy-sell process fails small firms, and what a better structure looks like
- How to assess what you actually have (or what you're buying) before you negotiate from guesswork
- What "prepared" looks like on both sides, and why practice value is built years before the transaction happens
- How to document terms and parameters before the pressure of a live negotiation forces rushed decisions
- How to execute the transition in stages so client trust and staff continuity survive the process
About Your Host
William Hamilton
Founder
SmartPath.co
William Hamilton is the founder of SmartPath and a recognized speaker with NATP, AICPA, and CPA Academy. He has spent the last 17+ years working directly with tax and accounting firms across all 50 states, helping them increase margins, fix their pricing structure, and build practices that generate stable, predictable revenue. Everything he teaches is grounded in real-world results from real firms.
