Valuation | ValueMyCPAFirm.com

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Number of Partners*

Number of Staff*

Average Age of Partner Group*

Financial Information

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Percent Earnings Before Owners Compensation (%)*

Value for Percent Audit Revenue, Percent Tax Revenue and Percent Consulting Revenue should add up to 100%

Percent Audit Revenue (%)*

Percent Tax Revenue (%)*

Percent Consulting Revenue (%)*

Specialized Niches

Reasons Why Filling Out

(Must choose at least one)

Curious about the Valuation of the Firm Selling the Firm 3-5 years from now Merger or Acquisition in the near Term Remain Independent and Know the Valuation of the Firm Others

Valuation Complete

Professional valuation report for Testing

Estimated Firm Value

$25,000,000 - $50,000,000

Recommendation: Develop a succession plan, promote senior staff to partner/equity positions, or merge with another firm. Document processes and build institutional knowledge. Consider bringing in a junior partner or creating a clear transition path.

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Executive Dashboard Report