ACCOUNTING & FINANCIAL PLANNING  PRACTICE TRANSITIONS & VALUE MANAGEMENT

PracticePlan is a specialized mergers and acquisitions consulting platform for accountants and financial planners.  We have advised hundreds of professionals for over 15 years, handling the nuances of small practice sales to the complexities of multi-million dollar practice transitions.  We have the expertise to help you through the lifecycle of firm ownership...Our platform will prepare you to buy, manage value, and sell with a plan.​ 

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