M&A Advisory for Accounting & Advisory Firms

Build a firm
worth buying.

RightExit helps owners of modern accounting and advisory firms understand, increase, and ultimately realize the value of what they've built.

Build a more profitable, scalable, durable, and transferable firm — whether you plan to grow it, acquire other firms, or eventually find the right buyer.

No obligation · Independent, owner-first guidance
Firm profile
Annual revenue
$5.2M
Adjusted EBITDA
$1.3M

Estimated market value
$6.5M – $8.5M

Illustrative example only, not a valuation or an indication of value. Real ranges depend on earnings quality, growth, client mix, structure, and buyer appetite.


Overall score
80/100
Above average
Value drivers — the GREAT framework
Growing82/100
Recurring91/100
Efficient76/100
Automated71/100
Transferable79/100
Who we work with

Built for established accounting firms.

RightExit specializes in modern accounting and advisory firms — CAS, tax, CPA, bookkeeping, and advisory — where enterprise value increasingly depends on EBITDA, growth, recurring revenue, management depth, efficiency, and transferability, not simply a multiple of gross revenue.

$3M – $10M
Typical revenue
$750K – $3M
Adjusted EBITDA
15 – 60
Typical team size

Firms outside these ranges may also be a fit depending on their growth, profitability, service mix, and transaction objectives.

Scalable. Durable. Transferable.

What makes an accounting firm valuable?

The firms sophisticated buyers compete for aren't simply profitable. They're scalable, durable, and transferable.

The RightExit framework

GREAT firms are worth more.

Five characteristics that separate a profitable firm from a genuinely valuable one.

G

Growing

Predictable organic growth supported by repeatable client acquisition and expansion.

R

Recurring

Durable client relationships and a high percentage of recurring or repeat revenue.

E

Efficient

Healthy EBITDA margins, appropriate leverage, disciplined workflows, and productive teams.

A

Automated

Technology, AI, offshore talent, and systems that increase capacity without proportional increases in overhead.

T

Transferable

Clients, people, processes, relationships, and institutional knowledge belong to the firm — not solely to the owner.

Value you can use today

The same things that make your firm valuable to a buyer make it better to own today.

Improving earnings, growth, revenue quality, leadership, efficiency, and independence creates value whether you sell next year, five years from now, or never. You don't have to be a seller to care about enterprise value.

EBITDA
Organic growth
Recurring revenue
Management depth
Operational efficiency
Owner independence
Know. Build. Realize.

The RightExit lifecycle

A long-term relationship with your firm's enterprise value — not a listing that starts the day you decide to sell.

01

Know Your Value

Understand what your firm is worth today, what sophisticated buyers would see, and which characteristics are creating or suppressing enterprise value.

02

Build Your Value

Increase EBITDA, reduce risk, strengthen recurring revenue, develop management, improve efficiency, and reduce owner dependence — through Value Building Intensives and ongoing education.

Build Your Firm's Value
03

Realize Your Value

When the time is right, RightExit runs a competitive M&A process designed to identify the right buyer, price, structure, and next steward.

Explore Selling Your Firm
A Track Record of Right Exits

Active and Closed Deals

$15.8M
Enterprise Value
$5.5M Revenue · $2.5M Adj. EBITDA
Virtual Accounting Firm
$8.5M
Enterprise Value
$4.27M Revenue · $1.35M Adj. EBITDA
Accounting & Advisory Firm
$3.5M
Enterprise Value
$3.4M Revenue · $600K Adj. EBITDA
CPA Firm
$3.2M
Enterprise Value
$1.2M Revenue · $750K Adj. EBITDA
Virtual Bookkeeping Firm
$3.5M
Enterprise Value
$2.7M Revenue · $700K Adj. EBITDA
CPA Firm
$3.1M
Enterprise Value
$2.9M Revenue · $700K Adj. EBITDA
Accounting Firm
$1.5M
Enterprise Value
$1.2M Revenue · $394K Adj. EBITDA
Accounting Firm
$15.8M
Enterprise Value
$5.5M Revenue · $2.5M Adj. EBITDA
Virtual Accounting Firm
$8.5M
Enterprise Value
$4.27M Revenue · $1.35M Adj. EBITDA
Accounting & Advisory Firm
$3.5M
Enterprise Value
$3.4M Revenue · $600K Adj. EBITDA
CPA Firm
$3.2M
Enterprise Value
$1.2M Revenue · $750K Adj. EBITDA
Virtual Bookkeeping Firm
$3.5M
Enterprise Value
$2.7M Revenue · $700K Adj. EBITDA
CPA Firm
$3.1M
Enterprise Value
$2.9M Revenue · $700K Adj. EBITDA
Accounting Firm
$1.5M
Enterprise Value
$1.2M Revenue · $394K Adj. EBITDA
Accounting Firm
Stewardship, not just a transaction
"If I needed to sell again, and I would recommend 'RightExit' to any of my friends, I would 100% sign up again... You did an amazing job in the process. We couldn't have been happier... We had to do it twice, and the outcome got better... it was the right exit for us."
MT
Matt Tait
CEO, Decimal · Sold 2026
Sell-side M&A representation

When the time is right.

You've spent years building relationships with clients, employees, partners, and your community. Selling your firm isn't simply a financial transaction. It's a transfer of stewardship.

Right Buyer. Right Price. Right Time.

RightExit is a specialist M&A advisor to accounting and advisory firms — not a listing marketplace. We run a confidential, competitive process and stay at the table through closing and transition.

See our success fee
01
Valuation and readiness
02
Positioning and materials
03
Buyer identification
04
Competitive process
05
Negotiations
06
Deal structure
07
Diligence
08
Closing and transition
Stewardship

Ownership is temporary. Stewardship is reflected in how you build the firm — and ultimately in who you entrust it to next.

The final responsibility of a great steward is finding the right next steward. Caring about your people, your clients, and your legacy does not compete with achieving the best financial outcome. Done well, they reinforce each other.

Why RightExit

Advisors who understand accounting firms.

Our work is grounded in what makes an accounting firm valuable, scalable, and ultimately transferable — how buyers evaluate CAS and tax firms, how deals are structured, and where value is won or lost.

Know what your firm is worth — and what could make it worth more.

Free, confidential, and no obligation.