Empowering CPAs:

Supporting your clients' Mergers and Acquisitions

Ever lost a client because they went out of business—or sold without your knowledge.

RightExit works with CPA firms to empower accountants in assisting their clients' mergers and acquisitions.

As a RightExit partner, you have a whole deal team at your disposal. We are your M&A department—including access to our intermediaries, legal, and due diligence experts.

If your accountants notice one of the following, we need to discuss exit planning:

  • Client says, "I think I'm ready to start slowing down."

  • They say, "I think I would like to look into selling."

  • The revenue starts to flatline or decrease.

  • Owners are getting to retirement age.

  • Client says "I'm getting tired".

On the flip side, if they notice one of these, we need to talk growth by Acquisition:

  • Client says, "John Referral-Partner or Jane Competitor, is selling!"

  • Client says, "My biggest competitor is getting up in age."

  • Client asks, "How can we grow our top line revenue?"

  • The business could diversify with similar services.

  • The balance sheet has no strategic use of debt.

What's in it for you?

Enhanced firm value - By taking a Quarterback position with these higher level strategies, you elevate your position as your clients' most trusted advisor.

Client retention - We understand your relationship is with the owner, but your firms client is the business. When an owner becomes a seller, the buyer usually needs a new accountant. That should be you!

Untapped Revenue - Earn more revenue for your firm by offering Exit Planning, and serving your clients' M&A transactions as a strategic advisor. We will make sure you get paid so there is no extra burden on your admin or clients.


Our #1 goal is to make you look good, and to get your client their ideal Exit.

Interested in adding a partner in M&A?

Click here to schedule a call with our team to get started.

We just need 30 minutes to get aligned on your goals and to start building a plan.

RightExit LLC is a licensed Florida Real Estate Brokerage

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