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Business Services
SELLING A BUSINESS?
Why You Need a CPA When Selling Your Business
Selling your business is a major milestone—one that involves more than just finding a buyer and signing papers. It’s a complex financial transaction with long-term implications. That’s where a Certified Public Accountant (CPA) comes in.
A CPA adds value at every stage of the process, helping you maximize your sale price, minimize tax liability, and avoid costly mistakes. Here’s how we help:
Positioning Your Business for Maximum Value
Before you go to market, your financials need to tell the right story. We help you:
- Prepare clean, accurate financial statements
- Identify discretionary and non-recurring expenses to boost profitability
- Normalize earnings to support a higher valuation
- Build financial reports that attract serious buyers
Strategic Tax Planning
The way your sale is structured can dramatically affect how much you keep after taxes. We provide expert guidance on:
- Asset sales vs. stock sales
- Capital gains tax strategies
- Installment sales and deferral opportunities
- Multi-state tax considerations and audit risk reduction
Due Diligence Support
Buyers will scrutinize every detail. We help you stay ahead by:
- Anticipating questions and documentation needs
- Reconciling financial inconsistencies
- Validating your company’s performance and forecasts
- Highlighting financial strengths to support your asking price
End-to-End Transaction Support
We’re with you from negotiation to closing and beyond. Our CPA team helps with:
- Deal structure analysis and cash flow modeling
- Collaboration with your legal and brokerage teams
- Review of purchase agreements for financial and tax risks
- Post-sale tax filings and accounting transitions
Peace of Mind
You’ve worked hard to build your business. We work hard to protect what you’ve built. With a CPA managing the financial side of your exit, you can focus on what’s next—with confidence.
Ready to Sell?
Let’s talk about how we can help you plan, prepare, and profit from a successful business sale.
Rachel Carlsen has always been fascinated with numbers and enterprise, and by the time she arrived in college, she began developing a wide breadth of complementary skill sets. After working in different types of customer service positions throughout banking, she started to develop an understanding of Finance and Customer Service from a financial perspective. Rachel then relocated to the San Francisco Bay Area where she began her training and ascension in the field of Public Accountancy, and worked tirelessly in order to earn her CPA License. As she furthered her career in Accounting, she developed a vision for the Firm of the Future, where she could see financial services and the approach to client service rapidly changing to a full-service approach or rather, to a different approach.
In 2011, she passed the series 7 and series 66 exams for financial services and went on to eventually pass the insurance exam. This was to allow her to develop a niche and unique understanding in the financial services market, but with an accounting edge and perspective, which would prove to be quite beneficial and powerful.
With her unique perspective and insight, from a CPA point-of-view, she went on to form her own public accounting firm, based in Los Angeles, California, named; Carlsen Financial, and quickly became a leader in Accounting and Tax Strategy. She continued to be a leader in tax services and preparation, with 300% year-over-year revenue growth, until her firm's dissolution and partnership merger in 2018.
Success is not final, failure is not fatal: It is the courage to continue that counts.
Winston Churchill
