Portfolio Acquisition Service

What is your payroll
portfolio actually worth?

Find out in 2 minutes. Get a professional valuation report — and a path to converting that capital into the advisory practice you actually want to build.

✓ Free professional PDF report
✓ Qualified buyer introductions
✓ No obligation, no sales call

Payroll Portfolio Valuation Calculator

2 min · Free
Your Payroll Client Book
What you currently charge for payroll
Your Practice

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Your Payroll Portfolio Estimated Value
Estimated acquisition range ·
Annual Revenue Today
Current processing revenue Advisory potential
Payroll Under Management
Annual total
Fee as % of Payroll
Advisory target: 0.3 0.8%
Time Cost/Month
Hours × your billing rate
Acquisition Offer Range
At market multiples
Practice Sale Value Compliance vs. Advisory
ScenarioAnnual RevenueSale MultiplePractice ValueDifference
Sale multiple benchmarks: AICPA PCPS Succession Survey 2023, Accounting Today Top 100 M&A data, Pepperdine Private Capital Markets Report. Advisory practices command higher multiples due to recurring, relationship-based revenue vs. commodity processing.
Why Accountants Sell Their Payroll Portfolio
The RealityThe Annual CostLife After Selling
Convert Your Portfolio. Build What Is Next.

Convert your payroll portfolio
into advisory capital.

The accountants building the most valuable advisory practices converted their payroll portfolios into capital first. We connect you with qualified buyers, manage the process, and get you up to 3 competing offers at no charge. You keep every advisory relationship. You decide what to build next.

Estimated offer for your portfolio
Based on your inputs · Subject to due diligence
Advisory potential if you keep it
At mid-market advisory rates
Get My Offers and Build What Is Next →

Free valuation conversation. No obligation. We move fast.

✓ Fair market value
✓ Clean client transition
✓ Keep advisory relationships
✓ Move fast

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