Succession Pathway exists because the way accounting practices change hands deserves better than a web marketplace and a spreadsheet. We work with one type of client — the practice owner — and we work for only one side of every deal: yours.
For most practice owners, the sale of an accounting or tax firm is the single largest financial transaction of a thirty-year career — and the one transaction they have the least practice with.
Succession Pathway was founded to close that gap. We are an independent accountant business broker focused exclusively on CPA, EA, and tax practice owners with 500 to 1,500 clients planning a one-to-five year exit. We are not a marketplace, not a roll-up aggregator wearing a broker's hat, and not a generalist M&A boutique that takes the occasional accounting deal.
We do one thing — and we do it for one side of the table. The seller hires us. The buyer does not. That alignment is the entire point.
Our process is built around the realities of an accounting practice transition: recurring-revenue valuation, client retention guarantees, staff continuity, tax-efficient deal structure, owner financing trade-offs, and — above all — the absolute confidentiality required to keep your staff and clients steady while a transaction comes together.
We work in the background. Practices are never listed publicly. Buyers in our network sign NDAs before they learn a single identifying detail. Most owners we work with describe the process, in the end, as quieter than they expected — which is exactly how it should feel.
The accountant succession plan you spent decades earning the right to design deserves an advisor with the same standards you hold yourself to.
Nothing about your practice — name, location, fee base, client mix — leaves our office without your written approval. Buyers see a blinded profile first, signed NDA second, identifying details third, and only after you've cleared them.
We represent sellers. We maintain a buyer network, but on any given practice we owe our fiduciary attention to one party — you. The conflict embedded in dual-representation brokerage is a conflict we will not accept.
We are paid when you close — and we are paid against the value we help create. No long retainers, no listing fees, no flat charges that incentivize speed over outcome.
“Every practice owner we work with has spent a lifetime building something quietly substantial. The transition out should feel the same way — quiet, deliberate, and worth more at the end than at the start.”
— Succession Pathway Founding PrincipleThirty minutes, completely confidential. We'll discuss your practice, your timeline, and what an accountant succession plan tailored to your situation could look like.
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