Notes for practice owners.
What CPA and tax practices sell for, how the money is paid, how the sale is taxed, and what the California rules require. Written by Denis Shulga, CPA, EA, a practicing principal and WIN’s founding CPA. Every number carries its source and its date.
Denis Shulga, CPA (MI), EACalculators
Four 2026 calculators and a three-minute quiz: value by service line, SDE and EBITDA, after-tax proceeds under federal and California rates, and sale readiness.
How a sale to WIN runs
Committed capital, a practicing CPA successor, about twelve weeks from first call to close. The process is on the practice owners page.
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A written valuation within 24 hours of one call.
Our CPA team takes the fee history and the client base on one confidential call and sends the written range, with terms.