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Acquisition Program

We’ll Take the Worries Out of Retiring or Selling Your Practice and Make It Painless and Profitable For You—and Your Clients.

Are you considering retiring soon or in the next twelve months? Or have you just experienced your “last” tax season for the past five years? Whatever the reason and even if you are currently working with a broker, we’d like to speak with you.

You Should Definitely Talk to Us About:

How You Will Be Compensated:
Cash – plain and simple. We have a payout structure that considers the revenue stream of your practice and that values it extremely competitively against the rest of the industry.

How Your Clients Will Be Treated: With respect and patience as they learn more about us and we about them. We’ve found that our new clients are excited about the additional products and services that are now available to them. Now, instead of doing the consultant hop, they’ve got a one-stop shop!

How Your Staff Will Be Transitioned:
Our experienced acquisitions team ensures that at the right time your employees are brought up to speed quickly about your decision to sell and how it affects them. Our benefits package and the ability to be part of a national organization with additional resources are big draws and make the change-over less threatening.

Your Role at Fiducial After the Sale: This is entirely up to you. You can divest outright or join our organization. In most cases, you’ll join us as the manager in the new Fiducial office, where you’ll have a direct role in the transition of our new clients and in the office’s future growth.

Confidentiality: Everything about your dealings with us is kept confidential and we don’t sell any information we collect, not even on a cumulative basis. We don’t disclose any terms of sale.

Ready to Proceed or Find Out More?

Call us today toll free at:
1 (866) FIDUCIAL for more straight talk about selling your business to Fiducial.