Preserve your practice as you transition to tomorrow

You’ve spent years growing your rural tax and accounting practice. Now, reap the benefits through a seamless acquisition that provides continuity for clients, care for staff, and flexibility for you.

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Our process puts your legacy first

We’re more than just a buyer—we’re stewards of your legacy, dedicated to fostering your firm’s growth and continuity within your community. Our process ensures you can confidently transition, knowing your business is in capable hands.

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How we work with you

01

Understand your vision

We start with an in-depth consultation to learn about your business, your clients, and your vision for the future.

02

Plan your transition

Together, we create a plan that aligns with your goals, ensuring a smooth transition for clients and staff.

03

Uphold your legacy

We continue to ensure that your firm’s values, relationships, and impact are preserved long after your departure.

Custom transition plans built for you

We understand the value your practice brings to your community. That’s why we work with you to develop a custom hand-off plan, ensuring your clients and staff are supported as you begin to step away.

Your clients

Preserve your relationships. We make sure your clients get the same dependable care they’ve come to expect, with a focus on preserving and strengthening their trust.

Your team

Empower your team for the future. We provide resources, training, and mentorship to ensure your staff feels supported, valued, and ready to thrive after you’re gone.

Your tomorrow

Move on when you’re ready. We’ll develop a plan that fits your timeline—whether it’s a gradual or expedited transition—so you can move on with confidence. 

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Unlock new value
for your clients

When you join Harvest Group, you unlock a trusted ecosystem of financial services designed to enhance your firm’s offerings. 

Harvest Group connects your practice to the Harvest Financial Network. That network gives your clients access to a wealth of financial expertise and products, from retirement planning to insurance solutions. We help you deliver more value without compromising the personal touch that sets your firm apart.

Visit Harvest Financial
“We have an open, honest relationship, and the Harvest Group team has worked well with my office manager to address her concerns and make this work.”
Owner
Accounting Firm, SK
“I am delighted that all of our team are continuing their employment and the business will stay in our town with the majority of our clients remaining.”
Owner/Manager
Accounting Services Firm, SK
“After making the exciting but difficult decision to retire, an in‐depth search for a suitable replacement began. I am confident that the wide range of services that you offer will also be of great benefit to my clients.”
President
Accounting Services Firm, ON
“Leif and the team 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.”
Owner
Accounting Services Firm, SK
“Thank you for your expertise and approachability in this transition. You helped ease the stress of retiring and starting this next phase of my life.”
Owner
Accounting Firm, ON
“You and your team treated me with respect, fairness, and professionalism, giving me confidence that my valued clients would be well cared for.”
Owner
Accounting Firm, SK

Frequently Asked Questions

What makes Harvest Group different from other buyers?

We focus exclusively on rural accounting firms, combining over 25 years of expertise with a commitment to preserving your legacy, ensuring a smooth transition for your staff, and providing uninterrupted service for your clients with the added benefit of financial and estate planning services through the Harvest Financial Network.

Why would I sell directly to Harvest Group and not list with a broker?

We are flexible. Usually brokers are only interested in cash sales upon close. We are creative and realize that sometimes you have different goals and dreams. Flexibility in arrangements can even facilitate a larger overall sale price.

We pay market value. The net sale price and value of your firm is well understood. However, working with us helps avoid large commissions charged by brokers, sometimes in excess of $100k.

How is the value of my practice determined?

We evaluate your firm based on several factors, including client base, revenue, and market presence. Our goal is to offer a fair and transparent valuation that reflects the value you’ve built over time.

How long does the transition process take?

The timeline varies based on your goals, but we tailor the process to your preferences—whether you want a gradual handover or an expedited exit.

What is my role during the transition?

Your role is entirely up to you. Some owners prefer to stay involved during the handover, while others step away immediately. We’ll create a plan that reflects your preferences.

Will there be any disruptions to my business?

Minimizing disruptions is our priority. We carefully manage the transition process to ensure business continuity and maintain the trust of your clients and staff.

Start with a no obligation introductory call

Take the first step toward your tomorrow. Connect with our advisors to develop a transition plan that works for you, your clients, and your team.