Considering selling your accounting practice?

Let our 70 years of experience help you navigate through a rewarding transition.

Every successful transition has three winners

Your clients. Your employees, and you.

It’s your firm. Your vision. Your heart and soul. You’ve built it from the ground up to where it is today – a successful, well-managed accounting practice with a loyal client base and dedicated employees. There is a lot to think about about when considering your options to exit the business.

That's why you should consider the DataTax group of companies as a purchasing partner in your exit strategy.

feature-05

You

You can feel confident. We develop a plan that allows you to step back from ownership at a pace that’s right for you.

feature-06

Your Clients

We take great care to ensure your clients feel supported and comfortable ensuring continuous care and service.

feature-07

Your Employees

Employees are supported and continue to feel part of the family you have worked hard to create.

feature-07

You

You can feel confident. We develop a plan that allows you to step back from ownership at a pace that’s right for you.

feature-05

Your Clients

We take great care to ensure your clients feel supported and comfortable ensuring continuous care and service.

feature-06

Your Employees

Employees are supported and continue to feel part of the family you have worked hard to create.

Why Consider Datatax?

01

Family Business

DataTax started as a small, Canadian family-owned business 70 years ago. Three generations later, we maintain our core values of integrity, teamwork, and accountability. 

02

Flexible Options

You can phase out gradually, or all at once. Every transition is unique. We’ll develop the best plan for you, your clients, and your employees.

03

Professional Expertise

Experienced, professional management team with nearly 200 years of combined expertise in operations, finance, sales, marketing, HR and IT.

04

Protect
Your Legacy

Be financially rewarded for your years spent building your accounting or tax services practice, while ensuring that your clients and your employees are in the right hands when you decide to step away.

Ready to get started? Let's talk.

Contact Datatax Today
quote-blue

We have a very open and honest relationship and Leif has worked very well with my office manager to address her concerns in making this work.”

I am delighted that because of Leif’s patience for this acquisition, all of our team are continuing their employment and the business will continue to operate out of our small town with the great majority of our clients remaining engaged with this firm.”

After making the exciting but difficult decision to retire, a lengthy and in‐depth search for a professional, yet fairly priced, suitable replacement began. After living through this experience with you, I am confident that your company will fulfil that role extremely well. The wide range of services that you offer will also be of great benefit to my clients."

Leif has represented DataTax Business Services throughout the negotiations relating to this acquisition. He has been extremely understanding of our concerns and accommodating in finding solutions to various issues that arose in the course of preparing for this business transfer.”

Thank you for your approachability and expertise in all phases of this transition and helping to ease the stress of entering the retirement phase of my life."

You and your team treated me with the utmost respect, fairness, and professionalism. That gave me great comfort that my valued clients would be treated well too. This was very important to me."

REACH OUT FOR MORE INFORMATION

Connect today to explore paths for the future of your company.

Regardless of whether moving beyond leadership is an immediate goal or a distant beacon, we’re here to dream with you. Complete the form below to get more information about how DataTax can partner with you on this next step.

Or you can email us directly:

Leif Olson
Vice President of Mergers and Acquisitions

email: lolson@datatax.ca

Phone: 1.877.310.5850

Meet Leif