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We are committed to the highest standards to protect the confidentiality of our clients' information.

We understand that transitioning an accounting practice is a confidential process that requires us to maintain the highest professional standards of conduct. Our confidentiality framework includes processes to ensure our staff, business partners, and clients fully align with the best business practice.

As advisors, we connect with the prospective buyers without disclosing the name of the accounting practice for sale.

As part of the due diligence process, client information will be disclosed to qualified, interested prospective buyers. Although assisting the questions from buyers and maintain confidentiality can be tough, we will help you navigate a smooth transition. Our process will ensure proper non-disclosure agreements are in place, so your business interests are protected.

If you would like to know more about how we can help maintain the confidentiality while selling an accounting practice, please contact us.