As CPA firm owners consider growth, succession or retirement, understanding how to successfully buy or sell a practice is essential.

Join us for Office Hours, a practical conversation for professionals exploring CPA firm acquisitions and sales. Come prepared with questions about valuation, financing, due diligence, deal structure, client transitions and preparing a firm for sale.

Our featured host, Steve Van Voorhis, Founding Principal and Chief Operating Officer at Accounting & Tax Brokerage, brings real-world experience helping firms navigate the buying and selling process. Steve will share what works, what to avoid and how to create a smooth transition that protects clients, employees and the firm’s long-term value.

Whether you are considering buying your first firm, expanding through acquisition or preparing to sell, this session offers an opportunity to ask questions, share challenges and gain actionable guidance.