Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owner

In this session, Will Hamilton, founder of SmartPath and VP at Smartvault, who has advised more than 1,800 firms across the U.S., walked through what successful practice transitions look like today. Drawing from both sides of the table, he broke down how firm owners can approach acquisitions or exits with clarity, confidence, and a plan that holds up under real-world conditions.

You’ll walk away with:

• How to make buying or selling a tax practice easier than you think, and what separates the transitions that work from the ones that don’t.
• A framework for what buyers need to evaluate before taking over a practice, and what sellers need to have in place before they go to market.
• An understanding of how the right systems for documents, pricing, and client data directly affect what your practice is worth and whether clients stick around after a transition.
• How to think about valuation think about valuation multiples so you can understand what a firm is worth and what drives that number.
• A clear next step whether you’re preparing your practice for a future sale or thinking about your first acquisition.