Sell your accounting firm in Kelowna.
Confidential M&A advisory for Okanagan accounting firms. Sell or acquire a Canadian CPA / accounting firm.
Why Kelowna accounting firm owners choose SAZ.
Okanagan hub — tech, hospitality, real estate, and agriculture.
For accounting firm owners in Kelowna considering a sale, the question isn't "should I list?" — it's "how do I run a process that maximizes value and maintains confidentiality?" SAZ has run accounting firm transactions across Okanagan and knows the local buyer landscape.
What makes Kelowna-area accounting firms valuable.
Recurring client base (most important)
Average client size
Partner retention
CPA-licensed staff
Niche specialization
How a Kelowna accounting firm sale typically runs.
Valuation & preparation
Industry-multiple analysis for Okanagan-area accounting firms, CIM development.
Confidential marketing
Targeted outreach to Kelowna-relevant buyers — strategic, financial, and individual.
Negotiation & LOI
Solicit competing offers, negotiate terms, secure LOI with best-fit buyer.
DD & closing
Manage due diligence, definitive agreements, working capital adjustment, closing.
Ready to start a confidential conversation?
A senior SAZ partner. NDA-first. info@Sedighi.ca or (604) 632-4959.