Bringing Value Beyond the Forms

How We Increase Your CPA Firm Value & Revenue

CPA Firms That Implement CPA Look Benefit From the Following:

 

  • Build additional revenue line – residual
  • Increased firm value
  • Save clients taxes and costs
  • Decrease client’s risk
  • Firm Valuation and Sale Prep
  • Increase client loyalty
  • Enhanced tax planning
  • Attract additional clients
  • Growth with no growth pains

 

 

What clients does the CPA Look process work for?

Personal and Business clients.  Business owners also get additional value since their business savings affect their personal finances.

As a result, our services, our clients are often able to increase cash flow, secure better financing and improve their health of their business and personal assets.

You, the CPA, are in control.

While we stand behind our services, you ultimately hold the veto card. If you look at the client’s situation and do not agree with or do not like a particular suggested option, then we will take that out of the client’s presentation.

CPA Firm Sales and Retirement:

Many CPAs think that when they retire they will easily sell their firm within a couple of weeks, get a high multiple of sales asking price, obtain all the funds in cash and ride off into the sunset. However, that’s not reality. The Journal of Accountancy article titled “How to value a CPA firm for sale” provides insight into sale trends:

Cash Upfront: states that cash up front is very little to nothing.  A typical down payment is 10%, some deals provide 15-20%, but many deals close with zero up front.

CPA Firms that implement our services increase their firm value and we have a special program that will provide the CPA up to 50% of their firm value up front in cash.

CPA to CPA has options to retiring CPAs that provide up to 50% up front – and higher market valuations.

 

The Multiple:

Multiples range from 1 – 1.25 depending on the size and location of the firm.

CPA Firms that implement our services are guaranteed to get a .25 multiple bump. Implementing our services pays off now and in the future. Don’t miss out on the opportunity to maximize your business and retirement.