The tax and accounting profession is undergoing a major shift. Cloud-based firms are not only growing faster, they’re also selling for significantly higher multiples, often 1.3 to 2x gross revenue or more. What makes them so valuable? Scalability, profitability, niche positioning, and a business model built for freedom and future growth rather than just compliance work.

Developed jointly by Intuit ProConnect and Poe Group Advisors, this comprehensive guide gives firm owners a roadmap to scale strategically, increase firm value, and build a business that doesn’t depend on you to survive. Whether you're preparing for growth, freedom, or a future sale this is your blueprint to build a modern, high-performing firm.

What you will learn

1. Boost Your Firm's Valuation and Sale Potential: Discover the top value drivers in modern firms (growth, scalability, niche focus, team strength) and learn how adopting a "cloud firm" model leads to higher selling prices, larger buyer pools, and better closing terms.

2. Master the Keys to Scalable Profitability: Understand how to overcome owner bottlenecks through strategic delegation and capacity planning, and implement value-based pricing, packaging, and subscription models to increase cash flow and reduce reliance on owner hours.

3. Build a High-Performance, Growth-Ready Business: Learn the essential benchmarks, KPIs, and technology needed for structured growth, and find out why a strong team culture and remote-ready talent are now major valuation drivers that buyers carefully assess.

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