Private Practice Transitions, Inc.

09/09/2026

The office is becoming a strategy decision again.

ABA Journal reports more law firms expect to expand their footprints. Whether a firm grows, consolidates or stays hybrid, space decisions should follow talent, client and margin strategy, not nostalgia.

What are you seeing in your corner of the profession? https://na2.hubs.ly/H07HL1j0

09/08/2026

Seasonal help still comes with year-round responsibilities.

The IRS reminds businesses hiring seasonal or part-time workers to understand withholding and filing obligations. Accounting professionals can turn a routine reminder into a valuable client check-in.

What are you seeing in your corner of the profession?

Tax tips offer easy-to-read information about a wide range of topics.

09/02/2026

Thinking about the future of your accounting or tax practice, but not sure what your options look like?

Our Partner Showcase introduces potential buyers with different backgrounds, acquisition experience, growth strategies, and geographic interests, including independent firms and organizations backed by private equity or family offices.

Browse the profiles, find the opportunities that may align with your goals, and request a confidential one-page summary to learn more.

Explore the Partner Showcase: https://na2.hubs.ly/H07yDXH0

09/01/2026

☕ Coming Soon: VC with PPT

Virtual Coffee. Venture Capital. Valuable Conversations.

Grab your coffee and join Justin Farmer, Esq., CBI, President & Founder of Private Practice Transitions, for a new virtual Coffee Hour series.

VC with PPT will bring together business owners, brokers, investors, and industry professionals for casual conversations about today’s market, access to capital, business growth, mergers and acquisitions, and other topics that matter most. No lengthy presentations. No sales pitch. Just coffee, candid insights, and valuable conversation.

Stay tuned for our first topic, featured guest, and registration details!

08/31/2026

Due diligence keeps getting wider.

The ABA’s July/August Trends issue shows how regulatory developments can create new transaction risks. For buyers and sellers, subject-matter diligence is not a box to check. It can change structure, timing, and price.
https://na2.hubs.ly/H07xqZV0

08/27/2026

A clean compliance history may now matter in a new way.

The IRS has introduced an automatic exemption from penalty for eligible taxpayers with a record of timely filing and payment. Tax professionals should review the details before advising clients.

https://na2.hubs.ly/H07tqK40

08/25/2026

💰 Your revenue looks great. But how good are your earnings?

When buyers evaluate an accounting or law firm, they are looking beyond the top-line number. They want to know how reliable, sustainable, and transferable those earnings really are.

Our latest blog, “Quality of Earnings: The Hidden Engine Behind Better Practice Valuations,” breaks down why clean financial records, predictable cash flow, recurring revenue, and reduced owner dependence can build buyer confidence and potentially support a stronger valuation.

If selling your practice is somewhere on the horizon, understanding your Quality of Earnings now can help you prepare for a better outcome later.

Read the full blog: https://na2.hubs.ly/H07q6DY0

08/21/2026

Congratulations to Carbonaro CPAs & Management Group on joining Accuity! Private Practice Transitions was proud to serve as the broker for this transaction.

This partnership expands Accuity’s presence to Maui and Hawaiʻi Island while giving Carbonaro access to additional resources, technology, talent, and a national network through Crete Professionals Alliance. Carbonaro’s 32 employees will join Accuity, bringing its total team to 158 professionals across five Hawaiʻi offices.

We were honored to help bring this deal together and wish both teams continued success in this exciting next chapter.

Read the full announcement: Carbonaro CPAs & Management Group joins Accuity https://na2.hubs.ly/H07n6nk0

Considering the sale, acquisition, or merger of an accounting practice? Private Practice Transitions can help guide you through every step of the process.

Carbonaro CPAs & Management Group (“Carbonaro”), an accounting and advisory firm serving clients across Maui and Hawai‘i Island, has joined Accuity. The integration expands Accuity’s presence to the neighbor islands, strengthening service capabilities and talent resources across the state, a...

08/21/2026

Your practice has a number. The real question is whether you know what drives it.

Revenue matters, but buyers also examine profitability, recurring work, client concentration, staffing, systems, and owner dependence. A professional valuation can reveal both today’s value and tomorrow’s opportunities.

Do you know the value of your practice?
https://na2.hubs.ly/H07mVJs0

08/19/2026

What would your firm do with 90 hours back every month?

One case study reports a solo firm cutting monthly close time from 18 days to five through automation. The bigger takeaway is not “replace people.” It is to redesign repetitive work so professionals can spend more time advising clients.

What are you seeing in your corner of the profession?

Instead of spending two-thirds of every month producing financial statements, Escobedo redirected that time toward growing the business.