Webinar

The firm you built is worth selling, not closing

You spent years building your firm. Whether you plan to step back tomorrow or in ten years, this session reveals what that work is actually worth, and how to sell without compromising your legacy or client care.

Chase Insogna, a CPA who successfully grew and sold his own firm, sits down with TaxDome’s Jon Gross (CFO) and Petar Iliev (CRO) to walk through how firms are valued, how to choose the right buyer, and what a sale looks like.

Live, September 9th at 2 PM ET with a Q&A to follow.

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Live, September 9th at 2 PM ET with a Q&A to follow.

Industry leader trusted by 10,000+ firms

Winner Comprehensive Firm Workflow Solution

What is the firm you built worth?

Many firm owners assume their practice isn’t worth enough to sell, so they close the doors and lose everything they built.

There’s another way. Sell well, and you’ll walk away with a payout that reflects the years you put in, and the confidence that your team and clients are in good hands.

Save your spot

Learn how firms like yours are valued

Discover key factors that decide what a practice sells for and where yours currently stands.

Build value now, for a stronger exit later

Learn what foundations to set up today so your practice commands a higher valuation when you step back.

Choose the right buyer, not just the highest bidder

Decide how to weigh a buyer on team fit, client care, and continuity, not just price.

Protect your team and legacy

Build a smooth transition plan that ensures the clients and staff who trusted you remain in safe hands.

Expert panel

Chase Insogna

CPA, Director of Customer M&A, TaxDome

Rocky Lippold

EA, Owner of Freedom Accounting & Tax

Jon Gross

Chief Financial Officer, TaxDome

Petar Iliev

Chief Revenue Officer, TaxDome

Our clients' experience speaks for itself

"Really informative. I am now using the product and the webinars put things into context for me."

Our clients' experience speaks for itself

"I began using TaxDome earlier this year, so I am relatively new. I attended the Bootcamp session and several of the month seminars, which have helped me greatly."

Our clients' experience speaks for itself

"TaxDome has many free resources available to put you in the best position for success, including bootcamps, webinars, the academy and one-on-one trainings."

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Frequently asked questions

Who is this webinar for?

Accounting and tax firm owners thinking about the future of their practice, whether you’re exploring a sale or just starting to wonder what your firm is worth.

What will the session cover?

Chase Insogna’s own story of buying, growing, and selling his firm: how firms are valued, what matters in choosing a buyer, and what to expect before, during, and after a sale.

Can I ask questions during the TaxDome webinar?

Yes. The session ends with a live Q&A. Bring your questions and they’ll get answered live.

Is the TaxDome webinar free to attend?

Yes, completely free. Just register in advance to reserve your spot.

Do I need to be a TaxDome user to join the webinar?

No. The conversation is valuable to any firm owner considering a sale, whether or not you use TaxDome today.

Will the webinar be recorded?

Yes, the webinar will be recorded. All registrants will receive a link to the recording after the event, so you can watch it at your convenience. If you can’t attend live, register and you’ll receive the recording as soon as it’s ready.

How long is the webinar and what’s the format?

About 60 minutes total. It includes a conversation between our speakers, with time for your questions in a live Q&A.

Where can I find more information about the topic after the webinar?

After the webinar, we’ll send all attendees a follow-up email with additional resources, including links to help articles. You can also explore our Help Center or contact us at [email protected] for more details.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.