The presentation by GreenGrowth CPAs outlines a comprehensive plan for CPA firms looking to transition into retirement smoothly. It begins with an introduction to GreenGrowth CPAs, highlighting their mission, guiding values, and proven success in assisting firms with transitions. The presentation then addresses common concerns of retiring CPA firm partners, such as the challenges of endless tax seasons, finding skilled accountants, and the fear of losing a firm's identity during the transition. It presents three avenues for retirement: selling to internal partners, another CPA firm, or private equity, each with its pros and cons.

The presentation further delves into the types of buyers, essential factors to consider when selling, and how GreenGrowth CPAs can facilitate a smooth transition. It includes a detailed guide on the steps involved in the transition process, from initial contact and document gathering to final offer negotiations and the transition of client and staff information. The deck concludes by emphasizing the dedicated workforce and global reach of GreenGrowth CPAs, ensuring continuous collaboration and progress throughout the transition journey.

SPEAKERS