Selling Your Accountancy Practice or Premium Business
I work with accountants and business owners planning the sale of a practice or a business, usually the largest financial decision of their working life, and rarely a purely financial one. Accountancy practice sales are my specialist area, with more than 60 completed sales across New Zealand. I also represent a smaller number of premium businesses where the financials are strong, and the owner wants a discreet, properly managed sale.
Most of my work comes from the accounting profession: practitioners selling their own firms, and accountants referring clients with substantial businesses to sell. I also act directly for owners who want a properly managed, confidential sale without overexposure or wasted time.
Every sale is different because every owner is different. Succession, retirement, family, legacy shape a sale as much as the numbers do. Taking the time to understand the people behind the numbers is where the process starts working properly.
How it works
1. Appraisal
It starts with a realistic appraisal of your practice, so you can see how buyers are likely to value it and consider your options properly before deciding how, or whether, to proceed.
2. Preparation
If you decide to go ahead, I prepare the practice for market, including an Information Memorandum that presents it clearly and credibly. Everything is reviewed and approved by you before anything is shared. A prepared practice earns buyer confidence; an unprepared one invites discounting.
3. Going to market
Your practice is introduced discreetly to qualified buyers within my network, built over close to ten years. These are serious, funded parties matched to the kind of practices I sell, not names on a list. You stay in control of who you meet, and when.
4. Negotiation
I manage the offers, the conversations and the negotiation personally, so the process stays structured and your position is protected. The goal is the best outcome, not the first one.
5. Completion
I stay involved through due diligence, finance, legal documentation and settlement, and can help structure an orderly handover so staff and clients are looked after on the way through.
Experience that matters
More than 60 completed accountancy practice sales across New Zealand since 2018.
Experience ranging from sole practitioners to multi-partner firms and substantial owner-operated businesses.
A buyer network of more than 3,000 accounting, finance and business professionals.
Every sale managed personally, from appraisal through to settlement.
View recent accountancy practice and business sales
Read my guide to selling an accounting practice in New Zealand
