Preview Mode Links will not work in preview mode

 

Take our Listener Survey.

 

Freely-available podcasts by AICPA and CIMA. We release about 20 episodes every month, and cover a broad range of topics of interest to accounting and finance professionals worldwide.

 

We combine the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) in a powerful international alliance that promotes accounting and finance in every corner of the world. Today, we serve 580,000 members, candidates and registrants in 150 countries and territories

 

This selection features all of our active shows. To discover our podcasts that have reached the end of their seasons, search for 'AICPA & CIMA' online or in your podcast app. Get in touch at podcast@aicpa-cima.com

 

 Copyright 2026 AICPA & CIMA

AICPA & CIMA Show(s) Available
  1. All Episodes
  2. Reimagining firm ownership — Selling smart in a changing environment

Reimagining firm ownership — Selling smart in a changing environment

Dec 11, 2025

In this Tax Section Odyssey podcast episode, the second in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This conversation explores how accounting firm owners can successfully navigate the process of selling their firm in today’s competitive market.

Gather actional insights for firm owners considering a sale, emphasizing strategic preparation, objective valuation and thoughtful communication throughout the process.

What you’ll learn from this episode: 

  •   Key qualities buyers look for, including strong people, pricing, processes and technology
  • Common mistakes sellers make, such as accepting the first offer or neglecting competition
  • The important role of due diligence, transparency and cultural fit in successful transactions

AICPA resources

Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries)

Engage365

Reimagining Your Tax Practice

PCPS Transforming Your Business Model