10/12/2026
Why Your CPA Should Know You're Thinking About Selling
If a business owner tells me a sale may be three years away, one of the people I want involved early is the CPA.
Tax strategy, reported earnings, discretionary expenses, entity structure and financial presentation can all affect a future transaction.
The goal is not for the broker to replace the CPA—or the CPA to replace the broker. The goal is to coordinate early enough that today's decisions do not create tomorrow's problems.
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