Transition Readiness Score™
A practical assessment of your firm's readiness for a future sale, merger, internal succession, or leadership transition.
Legacy Transition Planning™
Increase value before you sell, merge, or transition.
The best transitions often begin years before a transaction. We help owners identify practical ways to strengthen the firm, reduce risk, and improve future options.
The most valuable move you can make before selling is to start early.
Prepare early
Do not wait until you are ready to retire.
Many accounting firm owners leave value on the table because the firm is too dependent on the owner, pricing is outdated, processes are undocumented, technology is inconsistent, or client concentration creates risk.
Legacy Transition Planning™ helps owners understand where they stand today and what can be improved over the next 12 to 36 months.
Enterprise Value Improvement Roadmap™
A prioritized action plan to improve value, reduce risk, and protect your team and clients.
Areas evaluated
We look at the drivers buyers care about.
Revenue Quality
Recurring revenue, service mix, realization, pricing, and growth potential.
Client Base
Concentration, retention, age mix, industries, and relationship depth.
Team Depth
Leadership succession, staff capacity, tenure, training, and retention risk.
Operations
Documented workflows, standardization, technology, security, and automation.
Owner Dependency
Where the owner is still central to production, sales, client trust, or decision making.
Transition Risk
Factors that could reduce buyer confidence or create post-closing friction.
Sample roadmap
A practical path toward a stronger future transaction
0 to 90 days
Clarify value drivers
Review financials, client mix, team structure, pricing, and transition objectives.
3 to 12 months
Reduce obvious risk
Document key workflows, address client concentration, strengthen staff roles, and improve recurring revenue quality.
12 to 24 months
Improve enterprise value
Build leadership depth, improve margins, package advisory services, and reduce owner dependency.
24+ months
Prepare for market
Develop the Seller Opportunity Report™, organize diligence materials, and evaluate buyer or merger options.