Path one · Step back
Plan your succession.
- Meaningful liquidity at close
- A successor found and trained
- A transition at your pace
- A 30–40% stake that keeps paying
You built the practice.
We'll help it compound.
A partnership for founder-led accounting, tax and advisory firms, built to scale together.
Partnering with
- CPA firms
- Tax practices
- Bookkeeping & CAS
- Advisory firms
01Partnership
An alliance, not an absorption.
We run the back office. You keep the client work.
Stays with you
You keep
Your name
Same letterhead.
Your clients
They stay yours.
Your team
Led your way.
Client work
Your signature.
Your software
Nothing migrates.
30–40% ownership
A stake in the upside.
Handled by Varick
We take on
Your firm's books
Payables and close.
Billing & collections
Sent under your name.
Payroll, HR & benefits
Run centrally.
Recruiting & staffing
Preparers and CPAs.
Technology & security
IT and IRS safeguards.
Reporting & KPIs
Realization and WIP.
How it comes together
- Step 01
Conversation
A confidential first call.
- Step 02
Fit & diligence
Fees, retention and realization.
- Step 03
Partnership
We buy 60–70%. You keep 30–40%.
- Step 04
Integration
Outside tax seasonBack office moves over. Nothing migrates.
- Step 05
Grow
Bench, new services, peer owners.
02Paths
Two paths, one partner.
Stepping back or staying in the seat, there's a path for you.
Path two · Stay in the seat
You're not done yet.
- Take money off the table, keep leading
- A shared bench for tax season
- New CFO and advisory services
- Peer owners, not a corporate parent
03Deal
Sell some now. Win bigger later.
Cash at close. A 30–40% stake that sells with the group.
-
Today
One firm, all the risk
Your wealth in one practice.
-
At close
Money off the table
Liquidity now, and you keep leading.
-
Later
Your stake sells with the group
Valued as one larger platform.
Illustrative. One agreement applies to every firm.
04Structure
The CPA work stays with CPAs.
Attest stays CPA-owned and independent. Varick partners on everything around it through an alternative practice structure, set state by state.
Talk it through with usYour CPA firm · CPA-owned
Attest stays independent
- Audits, reviews and compilations
- Your license and signature
- Majority CPA ownership
Services agreement
Varick Advisory · you co-own 30–40%
Everything around it
- Tax, bookkeeping, CAS and outsourced CFO
- Back office, staffing and technology
- Capital and a busy-season bench
05Platform
We automate the busywork. Your people keep the judgment.
Our layer connects to the tools you already run. No switching.
Partner firm A
Partner firm B
Partner firm C
Operating layer
AI-assisted close
Tax-season bench
Group dashboards
Branded client portal
AI-assisted close
Coding, recs and first-pass review. Your team approves.
A tax-season bench
Shared preparers and reviewers when deadlines hit.
Your team stays in its software
Nothing to relearn. Work syncs back.
Group buying power
Better terms on software, E&O and benefits.
Works with the tools you already run
06FAQ
Straight answers.
Something we didn't cover?
Ask us directly01Do we have to rebrand?
No. Your name, letterhead and engagement letters stay.
02Do you only partner with CPA firms?
No. Also EA tax practices and bookkeeping/CAS firms.
03What happens to my team?
They stay. The bench takes overflow, and they gain training and career paths.
04How does the stake I keep work?
You keep 30–40%, with tag-along rights and a path to liquidity. Same terms for every partner.
05Will my clients notice anything?
Faster turnaround and new services. Same people.
06Is this conversation confidential?
Yes, from the first call. Happy to sign an NDA.
07Contact
Let's talk about what's next for your firm.
Thirty minutes. No broker, no pressure.
- Confidential from the first call
- Scheduled around your tax season
- We never contact your team or clients