Independent Portfolio Advisory

Your payroll portfolio is worth more than you think.
Convert it.

The accountants building practices they want are not doing more payroll. They converted their portfolio into capital and redeployed it into work that scales.

Find Out What My Portfolio Is Worth
The opportunity most accountants miss

Your payroll portfolio has real capital value. Most accountants never find out what it is.

At 1.5x to 2.75x annual revenue, most portfolios are worth significantly more than their owners realize.

  • Payroll compliance is a full-time specialty

    Dedicated specialists track regulatory changes 40 hours a week. You track them in the margins. That gap is real liability.

  • Every payroll hour is an advisory hour not taken

    Payroll processing generates $80-$150/hr. Advisory work generates $200-$400/hr. Every payroll hour is an advisory hour you did not take.

  • The portfolio has real capital value right now

    A 30-client portfolio at $72k/year is worth $108k to $198k today. That capital, redeployed into advisory, compounds indefinitely.

  • Advisory practices command higher multiples

    Compliance practices sell at 0.8x to 1.2x revenue. Advisory practices sell at 1.5x to 2.5x. Same clients, different positioning, dramatically different exit value.

CPA accountant reviewing payroll portfolio for sale
What the capital unlock makes possible

What accountants build when payroll is off their plate.

Redeploy 90+ hours per month

A 30-client portfolio consumes 90 to 120 hours a month. At advisory rates, those are worth $27k to $60k/month in recaptured capacity.

Transfer the compliance risk

Dedicated providers track every regulatory change in every jurisdiction. When you sell, that liability transfers with it.

Convert low-multiple revenue to high-multiple revenue

Payroll revenue sells at 0.9x to 1.4x. Advisory revenue sells at 1.5x to 2.5x. Every dollar you convert increases your eventual exit multiple.

Keep every advisory relationship

You sell the processing work, not the clients. Every advisory relationship stays with you. Your clients get a specialist. You get to go deeper.

Build a practice that compounds

Advisory relationships compound over time. Payroll processing does not. The portfolio sale accelerates the shift.

Stop subsidizing low-value work with high-value time

Every payroll call you take is an advisory conversation you did not have. The portfolio sale ends that trade-off for good.

How it works

Simple, independent, and completely free.

We are not a buyer. We are an independent advisory service that connects you with the right buyer. No fees, no pressure, no data shared without your consent.

1

Get your free valuation

Use our portfolio valuation tool to see what your portfolio is worth at current market multiples. Takes 2 minutes. You receive a professional PDF report you can keep. No obligation whatsoever.

2

We reach out to learn more

If you are interested in exploring a sale, we have a brief conversation to understand your portfolio, your clients, and what matters most to you in a transition. No hard sell. Just information gathering.

3

We find the right buyers

We introduce you to qualified buyers who specialize in your platforms and client profile. You receive up to 3 offers so you can evaluate your options without pressure. We never share your information without your consent.

4

You decide

If one of the offers works, great. If none of them do, you walk away with a free valuation report and a clearer picture of your options. There is no fee for our service at any stage.

Is this for you

This is for you if...

✓

You are ready to go deeper on advisory

You have clients who need strategic guidance. Payroll processing is keeping you from having those conversations.

✓

Your payroll fees do not reflect the value you deliver

The relationship you have with payroll clients is worth far more than the processing fee. Converting lets you charge for it.

✓

You want to build a practice that scales

Processing does not scale without headcount. Advisory does. Same clients, completely different economics.

✓

You have a clear vision of what you want to build

Whatever you want to build next, payroll processing is not it. The portfolio sale removes the obstacle and funds what comes next.

✓

Your best clients need more than processing

Your best clients need compensation strategy, benefits guidance, and workforce cost analysis. That is advisory work. You do it better without the processing distraction.

✓

You want to know your options before you need them

You do not have to sell today. But knowing the number changes how you think about everything else.

Our promise to you

Independent. Transparent. Free.

30
Days to first qualified
buyer introduction
$0
Our service costs you
nothing, ever
0
Data shared without
your consent
100%
Of your advisory relationships
stay with you

Find out what your portfolio is worth. Then decide what to build next.

Two minutes. A professional PDF valuation report. Up to 3 offers if you want them. No cost, no obligation, no data shared without your consent.

Get My Free Valuation
✓ Free PDF report
✓ Up to 3 offers
✓ No data shared without consent
✓ No fee, ever
How it works

Three steps. You do one of them.

Fill out a 2-minute form. We do the rest in the background. You hear from us when we have something worth hearing.

1

You fill out a 2-minute form

Tell us about your portfolio: number of clients, average monthly fee, which payroll platforms you support, and your email. That is all we need. No call, no pitch, no commitment required to get started. You receive a free written valuation report within 24 hours.

2

We work in the background to find the right buyers

We reach out to our network of qualified buyers, which typically includes dedicated payroll service providers who specialize in acquiring and servicing exactly the type of portfolio you have built. We identify up to 3 buyers who are a strong fit for your clients, your platforms, and your timeline. You do not hear from us until we have something concrete.

3

We connect you directly to the buyer

When we have a qualified match, we make the introduction. You speak directly with the buyer, evaluate the offer, and negotiate on your terms. We step back. If we cannot find a buyer within 90 days, we send you a free written report on exactly what would improve your portfolio's appeal and multiple. No cost either way.

What kind of buyer are we talking about?

Most payroll portfolios are acquired by dedicated payroll service providers — regional or national firms whose entire business is processing payroll, managing compliance, and servicing exactly the kind of SMB clients you have built relationships with. They have onboarding infrastructure, platform expertise, and the capacity to take your clients on cleanly.

These buyers are not accounting firms competing for your clients. They are specialists who want the processing work, not the advisory relationship. You keep every tax, planning, and advisory engagement. They take the payroll. That is the structure that works.