Your clients trust you to guide them through their most consequential financial decisions. When those clients begin considering a business sale or ownership transition, the complexity increases and so does the risk to the client relationship.
Accretive partners with CPAs and accounting firms to support clients through exits and liquidity events while keeping the CPA firmly at the center of the advisory relationship.
We provide sell side transaction advisory services that complement tax, audit, and advisory work. Our role is to help clients prepare early, reduce transaction risk, and achieve stronger outcomes without disrupting your firm’s role or responsibilities.
Business sales are infrequent and emotionally charged for founders. Buyers arrive with their own advisors, timelines compress, and decisions made under pressure can undermine years of planning.
We work upstream of a transaction to help clients understand readiness, identify value drivers, and anticipate buyer tactics. This allows CPAs to remain the trusted advisor while ensuring clients receive specialized transaction guidance focused exclusively on seller interests.
We operate as a sell side transaction advisory partner focused on preparation, valuation defense, and risk reduction. Our work strengthens CPA client relationships by preventing avoidable mistakes and preserving long term trust.
Accretive helps CPAs remain central throughout a sale process rather than being displaced once buyers enter the conversation.
Prepared sellers achieve stronger results. That reflects directly on the CPA who guided them there.
We help clients understand deal structure, diligence risk, and post close exposure before those risks become costly surprises.
Early readiness planning allows CPAs to move upstream and align tax strategy, entity structure, and personal planning with transaction realities.
Accretive works collaboratively with CPA firms. We engage clients through referral or joint planning conversations, coordinate closely with CPA teams, and maintain strict role clarity.
We do not solicit your clients independently. We do not replace existing advisors. We enhance outcomes while reinforcing your role as the primary trusted advisor.
Ownership transitions are defining moments for your clients and for your firm. With the right transaction advisory partner, those moments become opportunities to deliver exceptional value and strengthen long term relationships.
If you would like to explore a partnership or discuss how Accretive can support your clients, we welcome a confidential conversation.
Accretive focuses on sell side readiness and seller advocacy, often before a formal sale process begins. Our work improves outcomes regardless of who ultimately runs a transaction.
No. Our model is designed to protect and deepen CPA client relationships. CPAs remain the central advisor throughout the process.
That is often the best time to engage. Early readiness planning strengthens retention and positions the CPA as proactive rather than reactive.
No. Accretive does not provide audit, tax, or attest services. We focus exclusively on transaction readiness, valuation protection, and seller side risk management.
Referrals are collaborative and transparent. Accretive works under clear engagement boundaries and in coordination with the CPA firm.
Founder owned businesses, family owned companies, entrepreneurs receiving inbound buyer interest, and clients with significant personal net worth tied to their business.
Every member of the accretive leadership team is united by a single mission:
to ensure that every Founder and Owner we serve transitions not only successfully—but meaningfully.
That’s how we lead.
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