M&A Advisory for Accounting & Advisory Firms

Learn what your firm is worth,
and what would make it worth more.

Start with a live firm value assessment: a working conversation with an advisor who sells accounting firms for a living.

Free, confidential, no obligation
Daniel Talbott, Founder and M&A Advisor at RightExit
Daniel Talbott
Founder & M&A Advisor · CBI, CEPA, EA
Read Daniel's background
Former firm owner with a deep experience in accounting, tax, firm growth, and M&A.
Founding-team member and advisor to high growth venture-backed accounting startups.
$18.3M in supported Accounting Exits over 2 years; sold to solo, strategic, and PE buyers
Who we work with

Built for established accounting firms.

We specialize in modern accounting and advisory firms (CAS, tax, CPA, bookkeeping, and advisory), where value depends on EBITDA, growth, recurring revenue, management depth, and transferability, not a multiple of gross revenue.

$3M – $10M
Typical revenue
$750K – $3M
Adjusted EBITDA
15 – 60
Typical team size
Value you can use today

What makes your firm valuable to a buyer makes it better to own today.

Earnings, growth, revenue quality, leadership, efficiency, and independence create value whether you sell next year or never. Firms outside our typical ranges may still be a fit.

EBITDA
Organic growth
Recurring revenue
Management depth
Operational efficiency
Owner independence
The RightExit framework

GREAT firms are worth more.

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

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, disciplined workflows, and productive teams.

A

Automated

Technology, AI, and systems that add capacity without adding overhead.

T

Transferable

Clients, people, and processes belong to the firm, not solely to the owner.

What we look at

The Right Buyer's perspective

Earnings, growth, revenue quality, and transferability scored the way acquirers of accounting firms evaluate them. We walk through your version of this on the call.

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

Firm profile
Annual revenue
$5.2M
Adjusted EBITDA
$1.3M

Estimated market value
$6.5M – $8.5M

Overall score
80/100
Above average
Growing82/100
Recurring91/100
Efficient76/100
Automated71/100
Transferable79/100
Understand value. Build value. Realize value.

What comes after the conversation

Most owners start with the call and move at their own pace. Nothing here is a prerequisite for anything else.

01

Live Firm Value Assessment

Free

A working conversation about your numbers, your risks, and what your firm may be worth today.

02

Valuation & Market Assessment

Paid engagement

Independent valuation, normalized EBITDA, likely transaction structure, and where appropriate confidential market validation from qualified buyers.

03

Firm Builders' Mastermind

Membership

A private group for established firm owners building more valuable firms: workshops, office hours, and M&A market intelligence.

04

Sell-Side M&A Representation

When you're ready

Full representation through positioning, buyer outreach, negotiations, diligence, and closing.

A Track Record of Right Exits

Active and Closed Deals

$15.8M
Enterprise Value
$5.5M Revenue · $2.5M Adj. EBITDA
Virtual Accounting Business
$8.5M
Enterprise Value
$4.27M Revenue · $1.35M Adj. EBITDA
Accounting & Advisory Business
$3.5M
Enterprise Value
$3.4M Revenue · $600K Adj. EBITDA
CPA Business
$3.2M
Enterprise Value
$1.2M Revenue · $750K Adj. EBITDA
Virtual Bookkeeping Business
$3.5M
Enterprise Value
$2.7M Revenue · $700K Adj. EBITDA
CPA Business
$3.1M
Enterprise Value
$2.9M Revenue · $700K Adj. EBITDA
Accounting Business
$1.5M
Enterprise Value
$1.2M Revenue · $394K Adj. EBITDA
Accounting Business
$15.8M
Enterprise Value
$5.5M Revenue · $2.5M Adj. EBITDA
Virtual Accounting Business
$8.5M
Enterprise Value
$4.27M Revenue · $1.35M Adj. EBITDA
Accounting & Advisory Business
$3.5M
Enterprise Value
$3.4M Revenue · $600K Adj. EBITDA
CPA Business
$3.2M
Enterprise Value
$1.2M Revenue · $750K Adj. EBITDA
Virtual Bookkeeping Business
$3.5M
Enterprise Value
$2.7M Revenue · $700K Adj. EBITDA
CPA Business
$3.1M
Enterprise Value
$2.9M Revenue · $700K Adj. EBITDA
Accounting Business
$1.5M
Enterprise Value
$1.2M Revenue · $394K Adj. EBITDA
Accounting Business
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
RightExit confidential deal case study
Case study

Look inside a real deal.

The process, the negotiation, the price, and the deal structure.

Enter your name and email

Learn what your firm is worth, and what could make it worth more.

Free, confidential, no obligation.