Accounting firm valuation tool

What could your accounting firm be worth?

Get a practical starting range based on revenue, adjusted owner benefit, recurring revenue, client risk, owner dependence, team depth, pricing strength, advisory mix, and operational maturity.

This is not an appraisal, fairness opinion, tax advice, legal advice, or offer to buy or sell a business. It is a conversation starter.

Know what your firm is worth today, and what would make it worth more.

Firm inputs

Estimate your range

Use trailing twelve months where possible. Round numbers are fine.

Your calculator inputs stay in your browser unless you request the complete report. In production, the report request should post securely to your CRM, scheduling tool, or automation workflow.

Why this works as a first step

Firm value is not just a multiple.

Two firms with the same revenue can command very different outcomes. Buyers care about revenue quality, staff retention, owner dependence, pricing, niche strength, technology, client concentration, and how cleanly the practice can transition.

Platform buyers and strategic acquirers may pay above general market ranges for the right firm, especially when the practice has strong leadership depth, modern pricing, recurring advisory revenue, clean systems, and a credible growth story.

Higher confidence

Strong recurring revenue, documented processes, and a stable team reduce buyer risk.

Lower friction

Clean financials and a thoughtful transition story help diligence move faster.

Better buyer fit

Different buyers value autonomy, platform fit, growth, and integration differently.

Earlier preparation

Small improvements made 12 to 36 months ahead of a transition can materially change the outcome.

Why the estimate is a range

Price and deal structure move together.

Two owners can sell nearly identical firms for very different headline numbers, because what a firm is worth depends heavily on how the deal is structured. How much is paid at closing, how much is financed over time, and how much is tied to future results all shape both the price a buyer can justify and what the seller actually walks away with.

Cash at close

The amount paid up front. A larger down payment often comes with a slightly lower headline price, because the buyer carries more risk and financing cost on day one.

Seller financing

When the seller funds part of the purchase over time. It can raise the total price and widen the pool of qualified buyers, in exchange for payments spread across future years.

Earnouts

A portion of the price tied to client retention or future performance. Earnouts bridge differing expectations and can lift the total, though part of the value depends on results after closing.

Rolled equity

When the seller keeps an ownership stake in the combined or acquiring firm. This can create a meaningful second payday later while keeping both sides invested in a smooth transition.

The point: the goal is not the highest number on paper. It is the structure that works for both sides, fair to the seller, financeable for the buyer, and built to protect clients and staff through the transition. Helping you find that balance is exactly where we add value.

Important limitations

This is a helpful estimate, not a final valuation.

A final valuation depends on deal structure, tax treatment, payment terms, retention risk, buyer type, financing, working capital, client transition terms, and whether the transaction is structured as an asset sale, equity sale, merger, or other arrangement.

Before going live: have counsel review valuation language, fee language, securities broker-dealer considerations, dual-agency disclosures, state licensing issues, privacy language, and engagement terms.