RightExit mergers x acquisitions
Assess
Greenville, South Carolina
Built for accountants and professional service firms

Finding the right buyer takes a process.

Right Buyer. Right Price & Terms. Right Time.

RightExit helps owners assess value, build value, and realize value through a confidential process designed around both economics and what comes next.

Assess your firm (no-spam quiz)

Greenville SC, RightExit headquarters

Record closed multiple
2.56xrevenue

$1.2M revenue firm

Largest offer
$17.5M

Virtual CAS and tax firm

Closed transactions
6

Accounting industry

The advisory team

Experienced judgment, direct accountability.

Daniel Talbott

Daniel Talbott

Founder & M&A Advisor · CBI, CEPA, EA

Daniel founded RightExit in February 2025 after operating businesses and working directly in business brokerage and M&A. He leads client strategy and execution.

Brian Zapf

Brian Zapf

M&A Advisor · CPA, CEPA

Brian brings M&A, transaction advisory, due diligence, and strategic finance experience to owner-led engagements.

The buyer funnel

A process that narrows the market to one buyer.

  1. Hundreds
    Buyer inquiries
  2. Dozens
    Qualified candidates
  3. A few
    Negotiated offers
  4. One
    Right buyer
Buyer news reel

Buyers are on the move in accounting.

Buyer newsStrategic alliance

Crete Professional Alliance becomes Current after taking venture capital investment from Thrive Capital and ChatGPT parent OpenAI to buy accounting firms

Buyer newsFund manager

$400m fund manager Red Iron Group operates three niche accounting platforms in excess of $30m revenue each and looking for bolt on acquisitions

Buyer newsFractional CFO

Fractional CFO and Accounting portfolio manager, Numera, acquires virtual CAS firm Decimal after their acquisition of KPMG Spark

Buyer newsSBA-financed buyer

Strategic buyer able to obtain $6.2M in funds from an SBA+Conventional loan combo to grow through acquisition with $0 personal capital contribution

Buyer newsMulti-service platform

Multi-Service Platform Haga Kommer adds CPA/Law Firm BOSS Advisory to their platform rounding out their accounting, tax, audit, law, insurance, and banking platform.

Buyer newsModern platform

Modern accounting platform Sorren expands beyond accounting with the addition of acquisitions in Wealth Management, HR/Payroll, Transaction Advisory, and Law

There are more buyers and buyer types in the accounting industry than ever before. Accountants deserve a specialized M&A firm operating an investment bank-like process with Main Street flexibility.

Who we serve

Deep in accounting. Broad across the firms joining it.

Accounting firms are becoming multi-disciplinary platforms. Our depth is in accounting and advisory firms; our breadth covers the complementary professional services firms buyers are combining with them.

Deep specialization

Accounting

Wealth

Law

Insurance

Audit

Payroll

Consulting

The Offer Curve

Unsolicited offer, you leave money on the table. Listing with a price, gambling with your future. Professional M&A process, guarantee of the best price and terms.

Typical broker — offers at your asking price, or 0–10% belowWith RightExit — a process brings offers 10–20% above asking
0510Number of OffersAsking priceTypical brokerRightExitMultiple Range

Illustrative multiple range for $250K–$1M adjusted EBITDA: 3x–4x

Unsolicited offer, you leave money on the table. Listing with a price, gambling with your future. Professional M&A process, guarantee of the best price and terms.

Illustrative only. Not a valuation, a forecast, or a promise of results.

Explore the full tool
The offer stack

Move at the pace your decision requires.

01

M&A Advisor Assessment

Understand the earnings, risk, transferability, and buyer logic that shape enterprise value.

Learn more
02

Market Validation

See how real buyers read your firm through a controlled buyer-demand diagnostic.

Learn more
03

FirmBuilders Mastermind

Mastermind for $3M+ firms looking to scale enterprise value through organic and inorganic growth.

Or skip ahead and go to market

Sell-side M&A advisory

Go to market
The RightExit framework

What makes a GREAT businesse?

A practical readiness lens—not a valuation formula or a promise of a higher multiple.

G

Growing

Repeatable growth rather than dependence on occasional wins.

R

Reliable

Revenue and client relationships a buyer can reasonably trust.

E

Efficient

Healthy margins supported by sustainable delivery economics.

A

Automated

Workflows and systems that improve capacity, consistency, and control.

T

Transferable

A business whose relationships, knowledge, and operations do not depend entirely on the owner.

Sell-side process

A disciplined process from preparation through closing.

  1. 01

    Prepare

    Clarify goals, normalize financials, organize diligence, and identify what needs attention.

  2. 02

    Position

    Build a credible story around value drivers, risks, growth, and transferability.

  3. 03

    Market

    Approach qualified buyers confidentially and create informed competition.

  4. 04

    Negotiate

    Compare total offers—not just headline price—and protect leverage.

  5. 05

    Diligence

    Coordinate requests, resolve issues, and keep the business moving.

  6. 06

    Close

    Work through final documents, economics, transition, and the handoff.

See the full process
Broader engagements

Built for the convergence of professional services.

Beyond accounting, we advise owners of wealth management, law, insurance, HR and payroll, and consulting firms—the disciplines increasingly combining with accounting firms—working with specialist partners when an engagement calls for additional expertise.

Refer an owner

Bring us into the conversation without displacing the relationship you hold.

Buyer pathways

Register acquisition criteria or apply for a paid buy-side advisory mandate.

A confidential first conversation

Start with clarity—not a commitment to sell.

GREAT Snapshot