How to Know When the Timing Is Right – With Naab Consulting by Your Side
If you’re a CPA or accounting firm owner, there may come a time when you start questioning whether it’s time to step away from the business you’ve built. Maybe you’re nearing retirement, facing burnout, or ready for a change. Or maybe you’re fielding unsolicited offers and wondering if now is the right time to sell your accounting practice.
At Naab Consulting, we specialize in helping accountants navigate the selling process—maximizing practice value and ensuring a smooth transition. If any of the signs below resonate with you, it may be time to consider selling your accounting practice.
1. You’re Burned Out and Ready for a Change
Running an accounting firm can be intensely demanding—especially during tax season. If you’re no longer energized by client work, team management, or growth strategies, burnout can impact your performance and the value of your practice.
At Naab Consulting, we help practice owners sell before burnout affects profitability. Selling doesn’t mean failure—it can be a smart transition that benefits both you and your clients.
2. Your Revenue or Profit Margins Are Declining
Accounting practices experiencing declining revenue, client attrition, or reduced billable hours often face a shrinking valuation the longer they wait to sell. If profitability is trending downward, it’s important to act quickly.
We help sellers position their firm as a turnaround opportunity for motivated buyers—maximizing value even in a challenging environment.
3. The Accounting Industry Is Evolving Rapidly
Shifts in technology, automation, AI tools, and client expectations are changing how accounting services are delivered. If you’re struggling to keep up with new trends or compliance regulations, now may be the time to sell your firm to someone ready to innovate.
At Naab Consulting, we match sellers with buyers who are eager to embrace modern accounting tools—ensuring continuity and growth for your clients.
4. The Market Is Hot—and Your Firm Is Valuable
Sometimes, the best time to sell is when business is booming. If your accounting practice has strong recurring revenue, a loyal client base, and efficient operations, you may be able to command top dollar in today’s market.
Naab Consulting can help you evaluate your firm’s market value and take advantage of strong buyer demand while conditions are favorable.
5. You’re Ready to Retire or Pursue New Interests
Whether you’re dreaming of retirement, traveling more, or pursuing a new venture, selling your CPA firm could be the next logical step. You’ve worked hard—now it’s time to enjoy the rewards.
We help accounting professionals plan a structured exit strategy that aligns with their goals—while finding the right buyer to carry on your legacy.
6. Competitive Pressure Is Increasing
If you’ve noticed increased competition from national firms, online tax prep services, or aggressive local CPAs, you’re not alone. Standing out in a crowded accounting market often requires major investments in marketing, staffing, and tech.
Rather than overextend, some practice owners decide it’s smarter to sell while value is still strong. We can help you evaluate this decision objectively.
7. Personal Life Changes Are Pulling You Away
Health concerns, family responsibilities, or a desire to relocate can make it difficult to devote the time and energy needed to run a successful accounting practice. Instead of letting your practice suffer, consider selling while it’s still performing well.
At Naab Consulting, we help sellers balance personal priorities with financial goals—creating exit plans that work on every level.
8. Buyers Are Knocking
If you’ve received unsolicited interest or informal offers, it may be time to explore what your practice is really worth. Multiple offers can lead to a competitive bidding environment—especially when working with an experienced broker.
Naab Consulting has a large network of pre-qualified buyers actively looking to acquire accounting firms. We help you get your practice in front of serious prospects and negotiate favorable terms.
Conclusion: Is Now the Right Time to Sell Your Accounting Practice?
Only you can decide when it’s time to sell—but you don’t have to figure it out alone. Whether you’re just starting to consider selling or are ready to start the process, Naab Consulting is the trusted partner for accountants looking to sell their firm with confidence.
We specialize in the valuation, marketing, and confidential sale of accounting practices—helping owners like you unlock the full value of your life’s work.
Contact Naab Consulting today to schedule a free, no-obligation consultation and discover if now is the right time to sell your accounting practice.