Your Next Chapter Starts Here: A Practical Guide for CPA Firm Transitions

How to protect your clients, team, and legacy when it’s time to sell your firm.

For decades, you’ve guided clients through life’s biggest financial decisions, helping them plan, save, and prepare for what’s next. You’ve been their steady hand.

This guide will help you explore your options, understand what matters most in a transition, and plan a next chapter that protects your legacy.