Webinar

TaxDome M&A: buy, sell, or plan the future of your firm

Whether you’re ready to step back from the firm you built or looking to grow by taking on another, this is where you find out what a practice is worth and how a good deal actually works.

TaxDome M&A connects owners who are ready to sell with buyers who already run TaxDome. Sellers walk away with something worth the years they put in, and clients keep the experience they love. Buyers grow with firms whose clients and teams already know the software.

Fill out the form to join the program. Get the first session now, plus early access to what comes next.

Industry leader trusted by 10,000+ firms

Winner Comprehensive Firm Workflow Solution

Buying or selling, find your match

Tell us where you are, and we’ll point you to the right next step.

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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.

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Whether you’re ready to step back from the firm you built or looking to grow by taking on another, this is where you find out what a practice is worth and how a good deal actually works.

Fill out the form to join the program. Get the first session now, plus early access to what comes next.

Industry leader trusted by 10,000+ firms

Winner Comprehensive Firm Workflow Solution

You may have more options than you realize

You don’t need to know today whether you’ll sell, merge, transition internally, or keep going. Understanding your options now gives you more time to strengthen the firm and decide what a good next chapter should look like.

Learn what to prepare

Understand what actually drives firm value

Revenue matters, but buyers also look at profitability, client mix, staff, owner dependence, pricing, workflows, and how easily the firm can transition.

Build value before you need a transaction

Small improvements in your team, processes, pricing, financials, and client relationships can make your firm easier to operate. And easier to transition later.

Evaluate the buyer, not just the offer

The highest number is not always the best outcome. Funding, culture, employee plans, client care, integration capacity, and your transition role all matter.

You don’t have to be ready to sell to start preparing

Starting early gives you more control over timing, options, and what you want a future transition to protect.

Winner Comprehensive Firm Workflow Solution

Frequently asked questions

Who is this webinar for?

Accounting and tax firm owners thinking about what comes next. You may be considering a sale, merger, internal succession, stepping back over time, or simply trying to understand your options before you need to make a decision.

Do I need to be a TaxDome user?

No. The webinar is designed for accounting and tax firm owners regardless of the technology they use today. You don’t need to be a TaxDome customer to watch or learn from it.

Do I have to be ready to sell?

Not at all. You don’t have to be ready to sell to start preparing. Learning what drives value, what buyers look for, and where transition risks may exist can give you more options when the time is right.

What will I learn in the webinar?

Chase shares what he learned from building and running a 20-person tax firm, evaluating different succession paths, and ultimately selling it. You’ll also learn what can drive firm value, what to consider when evaluating a buyer, and how to prepare for a transition before you’re under pressure to make one.

Who could buy my firm?

Current TaxDome customers looking to buy firms may include independent firms, strategic acquirers, larger firms, and other qualified buyers. The right fit depends on more than price and you should consider: funding, culture, client and employee plans, integration capacity, geography, technology, and the role you want after closing.

What if I’m only exploring and don’t want anyone to know?

That’s completely normal for an owner who is still thinking through the future. You can start by learning and preparing without putting your firm on the market. If you later choose to explore a transaction, information should be shared through the appropriate confidentiality, authorization, and disclosure process.

What happens after I register?

We’ll email you access to the webinar recording. Registering for the webinar does not mean you’re committing to sell your firm or begin an M&A process. If you opt in to additional communications, you may also receive occasional educational resources about succession, firm value, buyer readiness, and transition planning.

Is the webinar free?

Yes. There’s no charge to watch the webinar. Fill out the short form on this page and we’ll send you access.

Can I talk with Chase about my firm afterward?

Yes. If the webinar raises questions about your own firm, you can request a conversation with Chase to discuss your goals, timing, concerns, and options. You don’t need to have decided to sell first.

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.