CPA firm valuation workbook and sale checklist
Value a CPA or tax practice from the quality of its fees, model an earn-out, and prepare for a sale with a checklist and a confidentiality letter for buyers.
US firmsUS library · 46 packs
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CPA firm valuation · this packBookkeeping and advisory lettersAudit and AUP lettersCompilation and review lettersIndependent contractors1040 checklistsIRS noticesSales tax nexusNonprofit audit+ 37 more
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What's inside
First page of each document. 4 files, Word and Excel.
What selling a CPA practice involvesDocument in the pack
A value based on the quality of your fees
✓Practice valuation workbookRecurring fees, concentration, owner-held fees, tenure and collections
An earnings cross-check
✓Practice valuation workbookAdjusted earnings with owner pay normalized
Earn-out payments by year
✓Practice valuation workbookRetention floor and cap
A written confidentiality agreement with each buyerAICPA ET 1.700.050
✓Confidentiality letterSigned before any client information is shared
Tax return information shared only for due diligenceTreas. Reg. 301.7216-2(n)
✓Confidentiality letterNo further use or disclosure
Client consent before files moveAICPA ET 1.400.205
✓Sale and succession checklistAt least 90 days' notice
IRS authorizations handed overForms 2848 and 8821
✓Sale and succession checklist
Practice ready for buyers
✓Sale and succession checklistEngagement letters, receivables, staff and systems
Who it's for
Owners of CPA and tax practices in the US planning a sale, merger or succession, and firms looking to buy.
Last checked
Checked against the AICPA Code of Professional Conduct and Treasury Regulation 301.7216-2 in November 2026.
