Valuations for Accountants: How to Build, Measure, and Maximize Firm Value

Episode notes

What is your accounting firm really worth? Most accountants think valuation is just a number on a report, but there’s a deeper story behind every firm. Understanding true firm value helps U.S. and international accounting firm owners make strategic growth decisions, price services confidently, and prepare for an eventual exit. 00:00 Introduction: Accounting Firm Valuations & Exit Planning 02:15 How Ben Town Became a Business Valuation Expert 06:42 Understanding Value: The Core Formula That Drives Firm Worth 11:28 Key Strategies to Increase Your Accounting Firm's Value Before Selling 16:35 The Exit Builder Process: 4 Phases to a Successful Transition 22:50 Valuation Multiples Myths That Cost Firm Owners Money 27:18 When to Start Planning Your Exit (And Why Buy-Sell Agreements Matter) In this episode, Loren Fogelman talks with Ben Towne, CPA, Founder of Towne Advisory, about what firm owners get wrong about valuation and how to start thinking like an investor in their own business.

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