Jason On Firms Podcast 518 Why You May Want to SELL Your Accounting Firm!
Sep 26, 2025
The discussion dives into the growing demand for buying accounting firms and what that means for owners. Key insights include how AI is shifting the value toward relationship management, emphasizing the importance of people skills. Jason reviews the challenges younger firm owners face in attracting older clients and critiques private equity roll-ups. The need for empowering staff and moving away from traditional partner fiefdoms is highlighted. Lastly, he shares thoughts on the benefits of niche strategies and the importance of pursuing work that energizes you.
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Buyer Demand Exceeds Seller Supply
- Demand for buying accounting firms far outstrips sellers right now, creating strong exit opportunities for owners.
- If you plan for downside and optionality, selling becomes a practical career move, not a failure.
Restart With Capital And Selectivity
- If you sell and start another firm, use capital and relationships to be selective and attract higher-value clients.
- Launch with more patience and niche focus because you can afford to be picky this time.
Buying A Legacy Firm Forced Org Change
- Jason bought an $3M legacy practice that used hourly billing and restricted staff-client interaction.
- He had to rebuild org structure and empower staff into client-facing manager roles.
