Smooth Exits. Structured Deals. Strategic Transitions.
Outsourced Succession Planning for CPAs in the USA
End-to-end succession planning solutions for CPA firms, ensuring ownership transitions, partner retirements, and firm exits are handled professionally. Whether you're selling, merging, or planning long-term continuity, our team supports you with structured financial analysis, deal support, and future-proof transition planning.
Statistics That Define Strategic Exits
% Documentation
coverage from LOI to ownership transfer
%
of Firm transitions supported to full close within 12 months
% Average
valuation increase through pre-exit planning
Full white-label delivery for CPA firms and their partners
No Rushed Sales. No Guesswork. Just Smart, Strategic Exits.
Transition Planning Built for Modern CPA Firms
Our outsourced succession planning for CPAs in the USA seeks to help firm owners and partners exit harmoniously with proper valuation, transition support, and strategic continuity. Whether planning 12 months from now or three years out, we bring clarity to deal structure, client handover, and leadership continuity.
We offer exit planning consulting for accounting professionals, including M&A readiness, partner buyouts, retirement preparation, and financial succession planning for tax preparation professionals. We will do the arrangements and documentation required to help you achieve a fair transition, respecting both compliance and your legacy.
- Business continuity assessments and stakeholder alignment
- M&A readiness and virtual ownership transfer advisory
- Pre-sale valuation modeling and cash flow impact analysis
- Customized roadmaps for retirement and exit strategy execution
- Offshore and domestic advisory for business ownership transition
- Partnership agreements and next-generation succession planning
Plan the Exit Your Firm Deserves
Whether you're retiring, selling, or scaling back, we help you protect your life's work.
Comprehensive Succession Planning Solutions for CPA Firms
We provide transition-planning services covering the full spectrum of operations undertaken for firms in the USA. The services essentially aid founders, managing partners, and financial professionals focused on change. From valuing and structuring the deal for a firm exit to legacy map-building and partner alignment, we take care of the back-office transition procedure so that your firm remains stable and compliant.
Since the delivery is SOP-based and our reports are white-labeled, your firm's culture stays well represented throughout the planning process.
- Exit Strategy Consulting for Accounting Professionals M&A processes, sales, or partner exit strategies are consistent with any firm size or structure.
- Retirement and Exit Strategy for Accountants A transition plan for founders or partners approaching retirement, along with a step-down timeframe.
- Buying or Merging an Accounting Practice Deal structuring, preparation for negotiations, and integration after the transaction.
- Virtual M&A and Ownership Transfer Advisory End-to-end support in the transaction, including offshore or multi-entity transition.
- Financial Success Planning for Tax Professionals Continuity of services, staff, and client relationships outside the sale.
- Legacy and Continuity Planning for Financial Professionals Cards may preserve brand, reputation, and operational integrity after an ownership change
Exit Intelligently. Transition Smoothly.
Let us help you design a structured succession or sales on your terms and timeline.
Valuations Modeled. Buyers Identified. Legacy Protected.
Hire a Virtual Succession Advisor
Advisors cited above support clients who plan either for an exit, a sale, or a retirement route; thus, it affords confidentiality and white labeling. We perform heavy lifting in buyer identification, document preparation, or financial modeling, good grief!
- Trained in strategic exit planning for accounting and tax firms
- Extensive experience in private sales, M&A, partner exits, and equity transfers
- SOP-led exit planning tools and buyer-side documentation preparation
- Support to multi-partner firms, solo CPAs, and group roll-ups
- All files delivered under your brand, with final reports reviewed by CPAs
- Available full-time, part-time, or project basis
Keep control of your transition and let us keep the process running.
Why Choose Globus Finanza for Exit Strategy Planning?
Exit from a firm can be one of the most sensitive, contentious processes that the CPA will ever go through. Our CPA firm's succession planning solutions have been conceived and developed to provide control, clarity, and confidence over that journey.
From offshore business ownership transition advisory to virtual M&A and ownership transfer advisory, we ensure expert counsel goes hand in hand with the uninterrupted operation of firm activities.
- Support in all 50 states for small to mid-size CPA firms
- Tools for valuation and deal structuring for firm exits
- Exit timelines, checklists, and a playbook for disruption mitigation
- White-labeled transition reports, communication letter templates included
- Analyst support for all things financial, operational, and legal
- Strategic alignment to your client base, team, and revenue model
- Confidential terms of engagement for transitions of a high level of sensitivity
How We Deliver Succession and Exit Strategy Services
We begin with a confidential discovery phase, mapping firm structure, goals, and transition readiness. From there, we build a succession roadmap, perform valuation modeling, and create the documentation needed to market, negotiate, or execute your preferred exit.
Our service includes transition support for both domestic and offshore business ownership transitions, including tax implications, partner agreements, and client communication.
- SOPs for business transition planning for firms in the USA
- Customized playbooks for 1–3 year succession timelines
- Buyer research, valuation files, and transition documentation
- Support with client handover and staff retention planning
- White-labeled reports and email templates for firm continuity
- Optional coaching for successors and remaining partners
- Audit-ready documentation for compliance, HR, and tax impact
Got a Question?
Frequently Asked Questions
We are talking about everything and everything from valuation modeling and M&A prep to partner retirement meetings and client transition support. Thus, chucking in "succession planning" for CPA firms means lest sweeping anything from discovery to implementation, the latter of which is done together with the client.
We are sure we would. We are the exit strategy advisors for the accounting profession and take care of the complete procedure, preparation of buyer lists, due diligence, post-deal documentation, etc.
Yeah, absolutely. Offshore advisory for business ownership transition is what our team provides, and we can take care of cross-border, multi-entity, and remote firm exits.
To us, exit planning and succession mean a financial and operational contingency plan, transfer of knowledge, and client continuity so that buyers can put the deal together in a smooth and error-free manner.
The best time is anywhere between 1 and 3 years before closure. Starting early in planning is instrumental in achieving correct internal alignment, especially in the multi-member practices situation, and should also be focused on maximizing valuation.
We have a retirement and exit strategy for the accountants' program that we deliver in solo or small firm settings, which includes buyer outreach and timeline-based transitions, amongst other services.
No. The company staff tries to handle all the work in a secret and remote way, with the output being white-labeled and with minimal disruption to the daily routine of the firm.
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