CPA Practice Transition

Venning Advisors has deep experience creating customized solutions to transition your CPA Practice while maintaining a seamless integration of your clients and staff. We literally wrote the book on the process! Contact us to request a free copy of The Insider’s Guide To CPA Practice Transition.

The first step in your journey is to reach out to schedule a call with us. This is a no-risk, no-cost conversation to talk through your practice and what you envision as your long-term transition plan.

Planning your CPA practice transition? In this video series, Rishi Gautam, CPA, offers unique insights into every stage of the process – from early planning to securing your legacy – while highlighting often-overlooked aspects of successful practice transitions. Watch now and take control of your transition journey with confidence.

Client Integration

Hands-on approach to understanding your clients and transitioning to a fellow CPA practice

Staff Retention

Position your staff for not only job retention but also a chance for long-term growth opportunities within their existing office or remote location

Local Market Expansion

Start saying “yes” to potential new business with a robust set of resources and talent behind you to support the growth