Jason On Firms Podcast

507 6 Ways To Increase the Value Of Your Accounting Firm

11 snips
Sep 1, 2025
Discover the key drivers that can significantly enhance the value of accounting firms. Learn about six essential strategies that focus on sustainable growth rather than just preparing for an exit. Explore the power of building a solid referral network and community connections, crucial for thriving in a competitive landscape. The discussion emphasizes the importance of peer relationships to navigate challenges posed by larger firms, offering valuable insights for both new and seasoned accounting professionals.
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INSIGHT

Market Reality And Transferability

  • Many accounting firms on the market are worth little in 2025 unless there's a strong relationship behind the sale.
  • Increasing transferability also makes the firm more resilient in day-to-day operations.
ANECDOTE

Buyer From A Peer Relationship

  • Jason recounts meeting a buyer who purchased a tax firm he had previously encouraged to sell.
  • He uses this to show that aligned peers often make the best buyers for firms.
ADVICE

Prioritize Building A Network

  • Build a network of aligned firm owners to increase exit optionality and get better sale outcomes.
  • Prioritize relationships because buyers who know you pay higher multiples and preserve client experience.
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