#AccountingBusiness #PracticeManagement #MA

Traditional M&A vs. Client Value Exchange: A New Model

Name: Traditional M&A vs. Client Value Exchange: A New Model
Uploaded: 2026-08-22T08:38:45+00:00
Duration: 3 min 54 s
Description: Discover two distinct approaches to transitioning accounting practices—traditional M&A and intelligent value exchanges. Learn how payout structures, logistics complexity, and participant alignment differ between selling your entire practice upfront versus transferring client groups incrementally. Understanding these models helps you choose the right growth or exit strategy for your firm.

3:54 · A clip from Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners, taught by Will Hamilton

Discover two distinct approaches to transitioning accounting practices—traditional M&A and intelligent value exchanges. Learn how payout structures, logistics complexity, and participant alignment differ between selling your entire practice upfront versus transferring client groups incrementally. Understanding these models helps you choose the right growth or exit strategy for your firm. From the course “Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners” (1 CPE credit, Business Management & Organization, Basic): https://www.cpetoday.com/course/scale-through-acquisition-or-plan-your-exit-on-your-terms-a-guide-for-firm-owners-26c01506 Taught by Will Hamilton. CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #AccountingBusiness #PracticeManagement #MA

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