How to sell a tax business for 6-7 figures
by - Aman Kathuria

(4)

About Course

Do you know what your tax or accounting firm is worth?

Have you devised an exit game plan for your tax practice yet?

Do you want to learn A-Z of tax business sale so you can cash out at 6-7 figures in future?

Then you're in the right place. Even if you don't plan to sell your practice now, you need to prepare for it today. You need to have an exit plan today......

I started my tax practice as a sole proprietor. After years of crazy growth and profitability in every tax season, I was burnt out. I decided it was time for change. So I stepped into the market to see what my options were and I was surprised to not find any detailed resources on:

How to sell a tax practice?

What is the best way to grow and sell an accounting practice?

How to set up your practice before exiting so it's enticing for your buyers (even as a sole proprietor)?

Things to know before selling your practice?

How to find the right broker and get a valuation of your practice, even before you're ready to sell?

How to receive offers, evaluate them, negotiate and choose the best offer for your practice?

What happens in the actual sale process and the tax treatment?

What to expect after selling the practice and things to consider for transition plan?

Ultimately, I had to spend hours researching on each of the areas above and was able to sell my practice at a 100% Cash Upfront Offer (no installments, no guarantees which is rare)  and a large profit. I learnt everything the hard way yet with research and caution on each aspect, I was able to sell the practice, which was a dream.

Now I am here to share my journey and knowledge with you, so you can start preparing today, no matter when your exit timeframe is. Depending on how you have set up your practice and communicate with clients, it may take years until your practice is ready and it may be too late to find out otherwise when you're out trying to sell.

So these videos will exactly give you all the information you need and if you still need to speak to me, feel free to book my calendar using the "Speak to Expert" button.

About Expert

Aman Kathuria

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Aman Kathuria is the founder of ARK PENNY which was an automated virtual tax firm and sold to a CPA Firm in 2019. He has created two online courses on Teachshack & Udemy regarding tax firm automation and exit and has mentored a lot of tax professionals to create an efficient automated practice using Podio.

He has 14+ years of industry experience and also been a consultant for tech startups like Appdirect, Castlight, Aerohive.

He holds 3 international degrees - Certified Public Accountant (U.S), Chartered Accountant (India) and Bachelors of Commerce (Delhi University, India).

Reviews (4)

4 reviews for How to sell a tax business for 6-7 figures

  1. Robert Grall

    Well done training with great points for exit strategy.

  2. Tiffany Nicole

    Thanks Aman! I want to grow and sell my solo practice someday. These videos covered great insights and I can definitely improve on my AR/Invoicing system. Also, I appreciate the system you explained. Overall learned a lot.

  3. ELIZIA MESKILL

    I learned a lot from this class and I highly recommend it to those thinking of selling their tax practice someday.

Only logged in customers who have purchased this product may leave a review.

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1 ON 1 CONSULTATION

Note: The below date and time slots represent the expert’s actual calendar although the final selection to be made after payment.
  • 05-30-2022

    60 minutes
    $150

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