Succession and Exit Planning for Tax Practice Owners

Categories: PD · Non-CE
Wishlist Share

About Course

Most practice owners spend years building client relationships, refining workflows, and growing revenue, but rarely stop to ask what happens to all of that when they eventually stop working — whether by choice, through a planned sale, or because of an unplanned event. A practice with no succession or exit plan tends to be worth substantially less than one built deliberately with a future transition in mind, and an owner who becomes suddenly unavailable without a contingency plan can leave clients, staff, and their own family in a genuinely difficult position. This course is not about day-to-day workflow, pricing, or client acquisition covered elsewhere in this series — it’s specifically about what makes a practice transferable, how a small tax practice is actually valued, how to plan a real sale or merger, and how to build a contingency plan for the exit nobody plans for.

PROFESSIONAL DEVELOPMENT · NON-CE. This course does not provide IRS continuing education credit.

Show More

Related Courses

What Will You Learn?

  • A clear framework for what makes a practice's value transferable versus dependent entirely on the owner
  • A working understanding of how small tax practices are actually valued, including a worked example
  • A practical framework for planning and structuring an actual sale or merger
  • A concrete contingency plan for an unplanned exit due to disability, death, or sudden unavailability
  • A Succession & Exit Planning Toolkit — ten working tools built around this course's exact framework

Course Content

Module 1 – Why Practices Are Worth Less Without a Plan

  • Why Practices Are Worth Less Without a Plan

Module 2 – Valuing a Small Tax Practice

Module 3 – Planning an Actual Sale or Merger

Module 4 – Contingency Planning for the Unplanned Exit

Succession & Exit Planning Toolkit

Self-Check – Succession and Exit Planning for Tax Practice Owners

Scroll to Top