five hard-earned lessons from exiting an accounting firm

or “what i wish i knew earlier.”

by jackie meyer

having gone through the process of selling clients and eventually an entire firm, i gathered some invaluable lessons. if you ever consider selling part or all of your practice, keep these in mind:

more: it’s never too early to plan your exit strategy | beyond blocking: more time management strategies | ten key guidelines for accounting staff | leverage technology for growth | master the roi method: price for value, not time | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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• always have a retention clause: if you sell clients or your firm, include a clause in the sale agreement that protects you if clients don’t stick around.