G
Growing
Repeatable growth rather than dependence on occasional wins.
National professional services practice
Deep in accounting. Built for the services converging around it.
RightExit advises accounting firms and the professional services businesses increasingly joining them through acquisition, merger, and succession.
Core specialization
Accounting
Payroll
Tax
Wealth management
Financial planning
Insurance
Law
Transaction advisory
Cape Cod CPA firm merger3x adjusted EBITDA
Virtual bookkeeping firm6.33x adjusted EBITDA
Virtual bookkeeping firm4.27x adjusted EBITDA
Central Florida CPA firm5.8x adjusted EBITDA
The RightExit framework
What makes a GREAT business?
A practical readiness lens—not a valuation formula or a promise of a higher multiple.
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.
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.
One coordinated process
Prepared for where professional services are going.
As firms combine accounting, tax, payroll, wealth, insurance, legal, and advisory capabilities, owners need an M&A process that can explain the business clearly and find the buyers who understand the fit.
RightExit brings market preparation, targeted outreach, offer comparison, negotiation, diligence, and closing into one confidential mandate.
See the sell-side process