Onward PracticePRACTICE SUCCESSIONLet’s talk

A THOUGHTFUL PATH FORWARD

You built something
worth carrying
forward.

A thoughtful next step for your bookkeeping or tax practice. Explore a sale, a lighter workload, or a new role—while planning for the clients who count on you.

Start a conversation Discover our approach

A simple introduction. No commitment to sell.

OUR INITIAL FOCUSBookkeeping practices·Tax client books·Independent ownersThoughtful transitions. Personal conversations.

A TRANSITION THAT FITS YOUR LIFE

Your next chapter
can look like you.

You have put years into your practice. What comes next deserves the same care. We are evaluating initial acquisitions of small bookkeeping and tax practices, starting with each owner’s priorities.

02

Ready for a little less

Explore selling a client segment or reducing your workload, on a timeline that works for you.

Explore the possibilities
03

Ready for a different role

Keep doing work you enjoy while exploring a future with fewer ownership responsibilities.

Explore the possibilities

THE RELATIONSHIPS COME WITH IT

A practice is more
than a client list.

It is the familiar voice, the deadline remembered, and the confidence that someone is paying attention. A good transition starts by understanding those details.

Tell us what matters to you
01

A considered handover

Map responsibilities, upcoming deadlines, introductions, and the support needed from you.

02

Clarity for your clients

Plan communication, engagement arrangements, and who will be accountable for each service.

03

A role that is yours to choose

Discuss a defined exit, a period of transition support, or a potential continuing role.

MORE THAN ONE WAY FORWARD

Different priorities.
Different structures.

Payment timing and payment certainty are different things. We can explore the tradeoffs together before discussing any specific terms.

IMMEDIATE CONSIDERATION

Cash at closing

An agreed payment on completion, subject to any negotiated adjustments or holdbacks.

A focus on upfront certainty

A DEFINED SCHEDULE

Fixed payments over time

An initial payment and a fixed seller note or installments. Payment is not automatically tied to client retention.

Agreed amounts, with buyer credit risk

SHARED FUTURE PERFORMANCE

Collections-based payments

Payments linked to specified transferred-client collections. Potentially more total consideration, with variable outcomes.

Shared retention and performance risk

These are possible structures, not offers. Terms depend on diligence, financing, operating capacity, and mutual agreement. Purchase payments, transition work, and future employment are considered separately.

A CLEAR, UNHURRIED PROCESS

Start small.
Build understanding.

Make an introduction
  1. 01

    Begin with a conversation

    Tell us a little about your practice, what you are considering, and your ideal timing.

  2. 02

    Explore the fit

    Share an optional practice profile and aggregate financials. Discuss your clients, team, and how the work gets done.

  3. 03

    Work through the details

    If there is mutual interest, discuss confidentiality, indicative terms, diligence, and the people needed to deliver.

  4. 04

    Plan the transition together

    Agree responsibilities and a practical handover before any acquisition proceeds.

A FEW THINGS YOU MIGHT BE WONDERING

Good questions.
Open answers.

Do I need to be ready to sell?

No. An introduction is simply a way to explore fit. Share your goals and timing, whether you are ready now or thinking a few years ahead. There is no obligation to proceed.

Can I sell only part of my practice?

Yes, we are open to discussing a defined client book or service line as well as a whole practice. We would need to understand the work, client relationships, and responsibilities included.

Could I continue working after a sale?

A transition consulting arrangement or a longer-term role may be worth exploring. Any role would depend on mutual fit and a separate hiring process. Employment and transition compensation would be separate from the purchase price.

How would my practice be valued?

There is no automatic revenue multiple or guaranteed offer. Service mix, collections, client concentration, owner workload, staffing, and transition requirements all inform a preliminary review. Any proposed terms would be subject to diligence and agreement.

What should I share at the beginning?

Start with practice-level information. The short introduction is enough to begin; a fuller profile is optional. Please do not upload client tax returns, taxpayer identifiers, payroll records, or account credentials. Detailed diligence would follow an appropriate confidentiality arrangement.

What is your approach to technology?

We intend to pair experienced accounting professionals with software that reduces repetitive administration. Responsibility for professional work, review, and client communication would be established before any transition.

THERE IS NO NEED TO HAVE IT ALL FIGURED OUT

Let’s talk about
what comes next.

A few details are enough to begin. You can share more when you are ready.

Start a conversation

Your information, shared deliberately.

The introduction asks for practice-level information to evaluate a potential transaction. Additional profile details are optional. Use an email address suitable for a private discussion, and upload only redacted practice-level documents. Detailed client information should wait until appropriate confidentiality and data-access arrangements are in place. You can edit your profile or delete it from your saved inquiry.