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Course Description

Are you a tax professional who is thinking about selling your tax business?  If so, you probably have a wide variety of concerns and questions, and you don’t really feel like “learning the hard way” about some of the many things that can go disastrously wrong.  In this exclusive training course, CPA Adam Shay (who recently sold his own tax & accounting business) shares his hard-earned wisdom about how to achieve a result that works for you when you go to sell your tax and/or accounting business.



What You’ll Learn:

  • How to Understand the Different Types of Buyers.

  • How to Find a Buyer (or Two or Three).

  • How to Perform Due Diligence on Potential Buyer(s).

  • How to Prepare Your Business to Command the Best Sale Price and Terms.

  • How to Avoid the Biggest Potential Problems When Selling Your Business.

  • Should You Stay on During Transition to New Owner(s) and, if Yes, How Should You Get Paid?

  • How to Deal with “The Day After” You Sold Your Business.

After completing this course, you should be able to:

  • Identify options for selling your business.

  • Identify actions you can take to prepare your business for sale.

  • Identify what you need to do to give yourself the best chance of a successful transition of your business to a new owner.

Meet Your Instructors

Adam started his tax career as a seasonal tax preparer at a Jackson-Hewitt® franchise in Wilmington, North Carolina.Within a few months, Adam was promoted to General Manager of the franchisee's six existing offices. Adam then helped the company open nine more office locations over the next five years.During his time in the "retail" segment of the tax prep business, Adam trained hundreds of tax preparers and supervised the operations of the company out of the main office, processing thousands of tax returns every year.In January of 2010, Adam struck out to start his own business and, in March of 2010, obtained his CPA license. Adam decided to focus on serving entrepreneurs and business owners and that focus continues today.Adam Shay CPA, PLLC has now grown to become a premier tax and accounting firm in Southeastern North Carolina, employing a team of six CPAs and four support staff and earning widespread respect in the business community with his team's proactive, results-oriented approach.

Adam Shay, CPA, MBA

Adam Shay CPA, PLLC

Meet Your Instructors

Andrew Freiburghouse, known as Andy Frye in "Tax World," is a tax consultant and Enrolled Agent (E.A.) licensed to represent taxpayers before all levels of the IRS. Andy started his tax career as a tax preparer at Pronto Income Tax of California, Inc., a third-generation family business with multiple locations based in Southern California. After preparing more than 10,000 tax returns and developing extensive employee training programs within his family business, Andy founded Pronto Tax School, Inc., an online training company that educates and empowers tax professionals and taxpayers nationwide. Pronto Tax School is an IRS-approved education provider that offers credentialing and continuing education certificate programs, as well as career advancement and business development training. Andy is a graduate of Santa Clara University, the Goldman Sachs 10,000 Small Businesses Program, and The School of Tax Business Hard Knocks.

Andy Frye, EA

Founder & CEO, Pronto Tax School

Course curriculum

  • 01

    Getting Started

    • Getting Started Quiz

  • 02

    Training Materials

    • Webinar Slides (PDF)

    • Webinar Recording (Video)

    • Review Questions

    • Exam Questions

  • 03

    Extra Goodies

    • Key Performance Indicators Buyers Will Evaluate

    • Upgrade Power Panel Recording (Video)

    • Email Adam RE: Your Personal Situation

    • Email Andy RE: Your Personal Situation

  • 04

    Final Steps

    • IMPORTANT --> Finalizing Your CE / CPE Credits, Getting Your Certificate, Etc.

    • 5 Minute Feedback

Additional Course Details

  • Education Provider: Pronto Tax School, Inc.

  • Instructional Delivery Method: QAS Self-Study Program.

  • Recommended CPE Credit: 1 hour

  • NASBA Field of Study: Business Management & Organization.

  • Program Knowledge Level: Basic.

  • Prerequisites: None

  • Advance Preparation: None.

  • Refund / Cancellation Policy: Refund available within 14 days, unless first section of course completed.

  • Complaint Resolution Policy: click here to contact our support team anytime, we resolve any issues amicably and working as a teammate with our valued Members.



Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.