At Private Practice Transitions, our case studies highlight our clients’ real-world success stories involving the acquisition and transition of accounting firms, CPA practices, tax practices, law firms, and healthcare practices across the United States. Each case study provides insight into the business brokerage process, valuation considerations, succession planning strategies, buyer matching, and the unique challenges firm owners face when selling a professional practice. Whether you are exploring a practice transition, researching mergers and acquisitions, or planning your future exit strategy, these examples demonstrate how our experienced team helps owners maximize value and achieve successful outcomes.
Accounting
- Accounting
$11M Practice Sale Achieved Through Strategic Positioning
This accounting firm case study highlights how Private Practice Transitions helped a long-established CPA firm achieve an $11M sale at asking price while maintaining strict confidentiality, protecting client relationships, and securing strong culture alignment with the right buyer.
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From Setbacks to Success: Re-Engaging Buyers in a Competitive Market
This accounting firm case study highlights how Private Practice Transitions successfully navigated declining revenue, multiple buyer setbacks, and a challenging market to secure a successful practice sale through persistent outreach, strategic re-engagement, and expert transaction management.
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How Strategic Re-Valuation Increased the Purchase Price by ~$10M
A third-party administrator (TPA) partnered with Private Practice Transitions to navigate a prolonged sale process as the business continued to grow. Through strategic re-valuation, competitive buyer positioning, and careful deal management, PPT helped secure an improved offer that increased the purchase price by approximately $10 million and exceeded expectations by 50%.
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Managing Multiple Stakeholders in a High-Value Firm Transition
A multi-location CPA firm navigated complex partner buy-ins, buy-outs, and valuation challenges while securing a strategic buyer aligned with its long-term growth vision. Learn how Private Practice Transitions managed stakeholder communication, generated multiple competitive offers, and achieved a successful high-value firm transition.
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Protecting Team and Client Trust During a Business Sale
A confidential QuickBooks technology company sale focused on protecting team and client trust while identifying the right strategic buyer. Learn how Private Practice Transitions managed a discreet process, maximized value, and secured a successful $17.5M outcome.
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Managing High Buyer Demand in a Competitive CPA Firm Sale
Discover how Private Practice Transitions managed 156 buyer inquiries, secured 7 formal offers, and helped a growing CPA firm identify the right strategic partner while maximizing enterprise value and maintaining strict confidentiality throughout the sale process.
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Legal
- Legal
The Power of Competitive Negotiation in Practice Sales
A legal practice owner approached Private Practice Transitions after receiving a below-market acquisition offer. Through strategic valuation guidance, buyer sourcing, and negotiation management, PPT helped secure a full asking-price deal with more than double the cash down and a stronger long-term buyer fit.
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