A broker is an option, but you have things to decide first.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
QUESTION: We are contemplating selling our firm. It’s a difficult decision due to the financial rewards and the enjoyment we get from our work. I am 63 and my wife-partner is 62 and we are not in a hurry.
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We would like to sell to a CPA who would be very committed to this business and our clients, many of whom have been with us for over 20 years. How should we start?