Buy and Sell CPA Clients

Looking for more clients or want to exit a sector? THE CPA EXCHANGE helps you buy or sell individual clients, or a segment of clients based on your specific parameters.

We make it an easy 5-step process and provide you with a wide-range of prospective buyers to view and assess their interest.

How-to guide

Process for Buying and Selling Clients

1. IDENTIFY AND LIST CLIENTS

Seller identifies and lists the clients to sell on the CPA EXCHANGE

2. SELLER NOTIFIED

Seller receives notifications from interested buyer

3. SELLER DECIDES

Seller decides to accept or decline inquiries without disclosing any personal or client data

4. CONNECTED

Seller accepts a request to connect with a buyer

5. NEGOTIATION

Seller and buyer negotiate on the platform

Watch this quick video “List a CPA Client for Sale on the CPA Exchange” and see how easy it is to Post a Client for sale on our site.

The CPA EXCHANGE helps you efficiently market and present your individual clients, or client groups to the marketplace. This is a great way to grow and expand the services and industry segments you want your firm to focus on and sell the clients you don’t.

Our CPA EXCHANGE concierge will provide you with two free hours to assist you with your questions, such as, pricing a practice, negotiation tactics, and guidng you through the buying and selling process.

Need even more help? Contact us about our consulting services regarding the potential sale of your accounting practice, under a fixed-fee arrangement.