Sell your Firm
Sell your CPA Firm with Confidence
A simple and fair path to sell your CPA firm, handled by people who understand your work and respect your goals. Whether you are preparing for retirement or ready to step back from running the business, we make the process smooth, confidential, and clear. Share a few details with us and we will reach out for an initial discussion.
Why Owners Choose Stamped
- Support for your clients and team
- Your clients stay in good hands and your employees join a workplace that values their well being.
- Direct owner-to-owner transaction
- No brokers or listings. Faster process, fewer delays, better value.
- Fair and transparent valuations
- You receive a clear valuation range early in the process so you always know what to expect.
- A simple exit path for firm owners
- Whether you want to retire or step out of daily operations, we make the transition easy.
Who We Buy Firms From
- Preparing for retirement
- These owners want a clean exit with a smooth handover. They care about stability for their clients and staff and want a predictable timeline as they move into the next stage of life.
- Pursuing a career change
- These owners prefer to focus on client work instead of operations. They want to step away from the daily HR, IT and admin load, exit ownership with confidence, and transition in a soft way.
What Kind of Firms we Acquire
- Geography
- We acquire CPA firms across Canada and the North East of the USA. If you are located in one of these regions, we would be glad to speak with you.
- Firm size
- We typically acquire firms with revenue up to 3M, usually ranging from small teams of 2 to larger groups of about 20 employees.
Our Acquisition Process
- 1. Introductory conversation
- We begin with a short call to learn about your goals, your timeline, and what a good exit looks like for you. You also get an overview of how we work.
- 2. Confidentiality and initial information
- If both sides want to continue, we sign a simple confidentiality agreement. You then share basic firm details so we can understand your size, structure, and client mix.
- 3. Clear and early valuation
- Using your information, we prepare a fair and transparent valuation range. We explain how the valuation is built so you always know what to expect.
- 4. Letter of intent
- Once the structure, valuation range, and transition plan align with your goals, we prepare a letter of intent to outline the path forward.
- 5. Due diligence and final agreement
- We complete a light and respectful due diligence review of financials, clients, and operations. After this review, we finalize the agreement and prepare for the transition.
- 6. Transition and integration
- For up to 24 months, we work together to integrate clients, staff, tools, and workflows into a stable and modern operating model. Our goal is to protect your legacy and give your team and clients a strong and supportive environment.
Let's Connect!
Schedule Your Free Discovery Call Today
- 30-minutes personalized consultation
- No obligation—just expert advice for your business
- Tailored solutions to meet your unique needs
- Book your free call now!
Get in Touch
Québec City: (581) 200-4343
Montréal: (438) 799-3323
Head Office Address
8370 Rue de Burgos, Québec city, QC, G2C 0H2, Canada
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