Thinking About Selling Or Merging Your Tax Advisory Practice?

Thinking About Selling Or Merging Your Tax Advisory Practice?

We have been approached many times over the years for a solution for small firm business owners who want to sell their practice and need a succession plan. We now have a solution for you and your clients who have been loyal to you over many years of professional services advisory.

Are you working on a succession plan so you can retire comfortably from your tax practice? Have big brokers told you that your practice is too small for them? TaxConnections search services provides a solution for you to transition your practice and your clients to qualified  buyers. TaxConnections has a team of advisors to help you in setting up a succession plan to sell and transition your practice to qualified industry professionals so you can retire.

Small professional services business owners are faced with many challenges today that they have never experienced before in running a tax and accounting practice. Operating a practice is more expensive today with increased costs for website development, cloud services, secured document management software, time and expense software, tax return software, practice management software, payroll software,  human resources software, monthly office rent, numerous insurances, IT support, computers and laptops, phones, remote software, sales and marketing team, employee salaries, 401K Plan Administration Fees, and much more.

Are you also feeling the pressure of increasing costs of the technology you now need to operate your practice efficiently today? The truth is many small firm owners are being financially squeezed with these increased costs and time-consuming activities of learning multiple new software implementations. Do you realize the software you now purchase will have an impact on your sale? The firm that acquires a practice may be able to adopt it or must start from scratch and use their own. This takes more time for the acquisition of your business.  Would you like to know what software implementations are best for the future sale of your firm? We are conducting due diligence for you well in advance of your firm being acquired, which greatly increases your value. TaxConnections will position you and your small practice for sale within the next 12-24 months.

Are you a small business owner who has had a tough time attracting talent to your organization? Are you competing with bigger firms offering higher salaries to attract talent at the entry level? Do you end up spending late nights and weekends doing all the client work yourself because you have no staff? Would you like to offer your clients even more services as you transition to retirement? We offer innovative practice growing solutions so you can ready yourself to sell your practice and retire in peace knowing your clients are taken care of professionally.

As a solution, is providing a lifeline to smart succession planning. We help you succeed in an important transition to retirement. We prepare and match your firm with an elite group of acquirers of your tax and accounting practice who will take good care of your clients.

Contact to request introduction or call cell at 858.232.4415


Kat Jennings, TaxConnections, CEO and Founder and Advisory Team provides three areas of services: 1) Internationally recognized, retained executive search services for multinational corporations, public accounting firms, and law firms; 2) Introductions of sellers to buyers of small and medium size accounting firms; and 3) Provide brand building and education services that support and prepare accounting firm owners to buy/sell an accounting practice. We focus on educating the journey to sell a practice and how to increase firm revenue prior to any sale. Our program ensures you start years prior to a sale by learning what is expected of you during the selling process, and introducing firm Partners to cross selling opportunities that are easy to implement and reduce your workload at the same time. We introduce you to value added connections to smartly grow revenue in your accounting practice.

Kat Jennings has been retained by organizations worldwide to locate tax professionals with highly specialized tax knowledge and expertise. She has a thorough understanding of the tax business community, with a proven record of stellar performances matching professionals with organizations. Bringing two parties together to work successfully is the art of understanding personalities, cultural fit, expectations by both parties, flexible or inflexible work environments, understanding what drives and motivates each party, and revolves around the personality and ethics of each executive team.

Kat is a widely recognized expert in high level, tax executive search, as well as connecting buyers and sellers of accounting firms. TaxConnections provides and educates small to medium size accounting firms owners and Partners how to prepare and sell their firms so they can build a succession plan for their retirement. With larger firms seeking to acquire smaller accounting practices, there is a real need to help firm owners prepare to be acquired. Most firm owners are unaware they are not ready to sell when they decide to retire. TaxConnections educates firm owners’ what they need to do years in advance of selling an accounting firm practice.
Senior tax executives expect the utmost privacy when being introduced to multinational organizations about a new tax opportunity under consideration. Having said that, companies searching for a new head of tax expecting tax executive candidates to submit their resume through a resume portal, will never see a full slate of outstanding tax executives available due to a candidates’ desire for greater privacy. This is why privacy focused Uber Tax Recruiters consistently outperform in-house recruiters on tax executive searches.

We offer our clients a Performance Retainer Agreement arrangement so their HR department can still recruit and compete with the tax candidates we present on Head of Tax searches. The client pays us a partial fee upfront, and if they find a candidate they deem better than we introduce to them, we forfeit the final fee. Most of the time, they love and prefer our private introductions to tax executive candidates better than what they source through their own resume portals.

When we represent selling/buying small to medium-sized firms, firm owners/partners also demand greater privacy when considering the sale of their practice. TaxConnections provides a safe place to discuss their business needs, elevate their practices’ online reputation, and increase revenue through new streams of business development by outsourcing work and partnering with other firms. Over three decades, we have worked tirelessly to build relationships between firm owners most organizations rarely have access to in the world of tax. There are numerous possibilities you may never have considered previously to bolster the value of your practice and service offerings.

As a globally recognized consultant to multinational organizations, accounting firms, and law firms searching for tax expertise, Kat has been retained by public accounting firms, law firms, and corporations worldwide including Apple Computer, AC Neilson, Accenture, Agilent Technologies, Allergan, Alza, American Express, American Media, Aon, Baker & McKenzie, Barclays Bank, Bechtel, Cargill, Carl Zieuss Vision, Century Aluminum, Chevron, Clorox, Citigroup, Commercials Metals, Constellation Energy, Countrywide, Del Monte, Deloitte Touche, DFS, DLA Piper, E&J Gallo Winery, Electronic Arts, Ernst &Young, Fox Entertainment, Fremont Investments, General Electric,General Motors, Herbalife, Hewlett Packard, Hyatt, Intel, Jones Lang LaSalle, Kimco Realty, KLA Tencor, Koch Industries, KPMG, Levi Strauss, Liberty Mutual, LKQ, Loews, Logitech, Lucas Film, Maersk, McKesson, Nalco, Newell Rubbermaid, Nissan, Oracle, Orbitax, Pacific Gas & Electric, PwC, QAD, SAIC, SanDisk, Sanmina, Sempra Energy, SONY, Synopsys, Ticketmaster, Trimble Navigation, Toyota, Univar, Wal-Mart, Wells Fargo, Vertex, Yahoo, Xilinx, and many more not listed here.
Contact Kat at 858,999.0053 Office/858.232.4415 Cell or to request a private consultation regarding the sale of your practice, adding top talent to your organization, or merging your practice with another firm owner with a book of business. The possibilities are endless; if you have a dream of a new vision for your professional life; we will scout opportunities throughout the market to make it happen.

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