Public Accounting
What We Know
The value of a small public accounting firm is fundamentally driven by client retention and the quality of its recurring revenue. While historically valued using a simple multiple of gross recurring fees, actual valuation fluctuates based on core operational and financial variables. These include revenue mix, owner dependency, fee structures, realization rates, staff infrastructure, and client demographics.
What We Do
Representing you requires tailoring our process to protect a delicate ecosystem built entirely on relationships, recurring trust, and professional talent. Because of your deep personal ties with clients and staff, our primary job is to walk a tightrope of absolute confidentiality — mitigating employee flight while digging into data and normalizing financials. Ultimately, we ensure the entire marketing process remains strictly confidential while structuring a solid transition plan with protective guardrails against key‑person risk.