FOR ACCOUNTING FIRM OWNERS:
Finally Know What Your Firm is Worth & Exactly How to Exit on Your Terms
Your custom Exit Plan: valuation, ideal buyer profile, and recommended exit strategy - delivered in minutes, not months.
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
Most firm owners spend decades building and 90 days selling. That's where the money gets lost.
They leave $500K–$2M on the table when they sell. Because they walked in blind.
“Not having an exit plan because you're not trying to sell your business is like not having a will because you're not trying to die” — Daniel Talbott
You don't know your firm's actual market value. Peers who sold got wildly different numbers, and nobody's explaining the difference.
Every broker you talk to gives you a different story — because most have never sold an accounting firm.
You're afraid to start the process. What if clients find out? What if the wrong buyer destroys what you built?
You've been thinking about this for 3–5 years and still don't have a plan. The window isn't open forever.
You're still running the firm 50+ hours a week. You have no time to figure this out on your own.
What You Get:
Built around your firm's data & your goals.
Answer a focused set of questions about your financials, team, and goals. In minutes, RightExit generates a personalized report that tells you exactly where you stand and what to do next.
01
Business Summary
Org chart, services breakdown, revenue mix, and financial performance snapshot — the foundation every serious buyer will ask for.
02
Estimated Valuation Range
Your firm's value range based on current market multiples for accounting firms — not generic "small business" benchmarks.
03
Recommended Exit Strategy
Org chart, services breakdown, revenue mix, and financial performance snapshot — the foundation every serious buyer will ask for.
04
Ideal Buyer Profiles
The types of buyers who are actively acquiring firms like yours right now — and what deal structures they typically bring to the table.
05
Ideal Offer Structure
What a realistic deal could look like: cash at close, earnout terms, employment agreements, and retention incentives for your team.
06
Your Next Steps
A clear, prioritized action plan so you're not staring at a report wondering what to do with it.
Inside Your Report
You'll Finally Know...
The #1 thing buyers look at before they ever discuss price — and whether your firm has it
Why your client roster size might actually be hurting your valuation
How to structure a deal so you keep 70%+ cash at closing instead of being locked into an earn-out
The difference between a 2x and 4x EBITDA multiple — it has nothing to do with revenue
Which buyer type is most likely to keep your staff and protect your client relationships
Why "listing" your firm with a generalist broker is one of the most expensive mistakes you can make
The exact financial metrics buyers use to screen firms — and how yours compare
How to talk to your team about a sale without triggering a mass exodus
Is this For you?
This is Built for One Specific Person...
You own an accounting firm doing $1M–$20M in annual revenue
You've been thinking about your exit for at least a year but haven't taken any formal steps
You want to know your firm's value before you talk to any broker or buyer
You want to protect your clients and your staff — not just maximize the check
You have a 1–5 year exit horizon and want to start planning now, not at the last minute
This is not for you if you want to sell in the next 60 days. If that's your situation, skip the plan and book a direct call with our team today.
Built by a specialist —
not a generalist
Daniel Talbott is a licensed managing broker who has spent his career exclusively in accounting firm M&A. He's watched firm owners get taken advantage of by generalist brokers who treat CPA practices like any other small business transaction. RightExit exists because those owners deserved better.
This isn't a generic calculator. Every output is built around the actual metrics accounting firm buyers use — recurring revenue mix, billing rate per employee, client concentration risk, and technology infrastructure.
Everything included for $97
100% satisfaction — or your money back
Complete your Exit Blueprint. If you don't find it genuinely valuable — if it doesn't give you a clearer picture of your firm's worth and a credible path forward — send us one email and we'll refund every dollar. No questions asked.
We're confident enough in the value of this plan that we'll take all the risk.
You gave 30 years to this firm.
The exit should be worth every one of them.
Instant access · 100% confidential · Money-back guarantee
Questions before you start
Who is the Exit Blueprint actually for? +
Founders and partners of professional services firms — accounting practices, law firms, consultancies, agencies — who are 3 to 7 years out from exit and want clarity on what their firm is really worth and how to maximize it before they sell.
How long does it take to complete? +
Most people work through it in 4 to 6 hours, spread across a week or two. You'll get a clear, written blueprint at the end — not a generic report, but a plan specific to your firm and your situation.
Do I need a buyer lined up already? +
No. In fact, most people who go through this realize they were about to leave significant value on the table by selling too early. The blueprint helps you decide if, when, and to whom you should sell.
What if my firm is smaller (under $1M revenue)? +
The framework works for firms from roughly $500K to $20M in revenue. Smaller firms often see the biggest percentage uplift in valuation because the gaps between current and sale-ready state are usually larger.
Is this confidential? +
Completely. You work through everything privately. We don't share your information, your firm's financials, or your plans with anyone — ever.
What's the refund policy? +
Complete the blueprint. If it doesn't deliver real clarity and a credible path forward, email us within 30 days and we'll refund every dollar. No forms, no friction.