Tools & resources
Practical, no-strings tools for accounting firm owners, whether you are years from a decision or weighing an offer already on the table. Use them privately, as often as you like. We will add more as the book, Sell on Your Terms, is released.
Free self-assessment
In about six minutes, see how a buyer would view your firm across eight value drivers, where value is leaking, and the three highest-ROI moves to build optionality. Includes an optional value range and a printable report.
Take the Optionality ScoreFree tool
Estimate a practical value range based on revenue, adjusted owner benefit, recurring revenue, client concentration, owner dependence, pricing, advisory mix, and operational maturity. A conversation starter, not an appraisal.
Use the Valuation ToolFree download · PDF
A printable, one-sit checklist of the eight drivers that make a firm valuable and transferable. Check what is true today; the unchecked boxes are your roadmap. No email required.
Download the checklistMore on the way
These tools are drawn from the framework in Sell on Your Terms, the forthcoming guide for accounting firm owners on building optionality, knowing their value, and choosing their future. As the book is released, we will add more tools and guides here.
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