Mid-size tax + advisory
Mountain West · 18-year tenure · 11 staff- ARR$3.80M
- Recurring62%
- Service mixTax / Adv
- Top client4.20%
- RegionMountain West
- EBITDA margin34%
$8.40Masking
4 approved buyersNDA queue
Matched buyers, financials in a shared data room, and a closing checklist that gets deals done in a median 104 days — the whole transaction in one place, built for the partners who built the books.
You spent thirty years earning a client's trust. The wrong buyer can spend three months losing it. AFX runs the whole transaction in one place — a buyer pool where every name comes with a current CPA license or proof of funds, financials released in tiers as access clears, and a closing checklist that papers every handoff.
No tire-kickers. Buyers register with capital available, service-area fit, and an approved profile before they ever see your CIM — so every conversation is with someone ready to transact.
One transition, fully papered.Engagement-letter assignment, peer-review handoff, tail E&O, Form 8594, state-board notification where required — all on the same checklist, not as separate errands.
Disclosure on your terms. Firm name, city, and client list stay behind tiered disclosure until you choose to lift it — staff and competitors never see you on a public board.
Cold-calling firms wastes a year. Brokered deals arrive picked-over and priced for the spread. AFX puts pre-reviewed listings in front of you with real financials behind a mutual NDA — service mix, client concentration, AR aging, staff roster — so your first call is about fit, not fact-finding.
Filter on what actually drives valuation. ARR, service mix, geography, owner-transition window, attest vs. non-attest revenue — not broker headlines.
Three-year financials behind NDA.P&Ls, tax returns, WIP, engagement-letter inventory, comp bands — uploaded by the seller and served in tiers as your access clears.
Diligence the platform tracks.QoE, compliance review, lender Q&A, PPA, tail E&O, transition plan — all live on the deal so closing day arrives with nothing missing.
Mid-size tax + advisory Reviewed
AFX·LST-2104 · Mountain West · 18-year tenureTax-only · digital-native Reviewed
AFX·LST-2089 · Texas · 11-year tenureAdvisory + family office Reviewed
AFX·LST-2068 · Utah · 22-year tenureThe same structured workflow runs both sides — from the first anonymized chat to the day engagement letters reassign and the working papers hand over.
The system pairs buyer and seller on capital, service mix, and geography. No commitments yet — just whether there's a real conversation here.
NDA signs in-platform. The data room opens in tiers. Both sides do the pre-offer read — financials, engagement mix, staff, lease — before anyone drafts a number.
Structure, price, exclusivity, contingencies. LOI is drafted, countered, signed. Independent valuation runs in parallel so the price has a floor under it.
QoE, compliance, HR, tech, client, lease. Funding underwrites. PPA, earnout, tail E&O, working-capital target lock in. Weekly diligence against a shared checklist.
APA executes. Funds move. Engagement letters assign with client consent, peer-review transfers, state-board notice files. Earnout and retention KPIs start tracking on day one.
Bar approval and IOLTA gates don't apply to accounting firms. Engagement-letter transition, peer-review handoff, and state-board notification ride along the regular Closing checklist.
accountingfirm.exchange isn't a listing board. It's the venue where succession actually happens — analyst-reviewed, structured around the work both sides have to do anyway, and built to carry a deal from first chat to signed APA without leaving the platform.
Every listing passes an analyst review before going live. Every member application is read by a human — the Reviewed mark means someone looked at this, not that the form auto-saved.
Listings show anonymized teasers. Financials and client detail unlock in tiers tied to NDA status and proof of funds, not to who clicks first. You decide what surfaces, and when.
The deal checklist mirrors how the work actually moves — engagement-letter assignment, peer-review transfer, tail E&O coverage, Form 8594, state-board notice. Nothing arrives at closing as a surprise, because nothing is improvised.
One place to match, diligence, and close — for the firms a career was spent building.