When agency owners start thinking about selling their business, their first instinct is usually to look for a broker, M&A advisor, or corporate finance specialist. That makes sense. After all, these are the people who help find buyers, negotiate deals, and manage transactions. However, what many founders overlook is that the most valuable advisor in the early stages of an exit is often someone they have known for years: their accountant.

Introduction: Most Agency Owners Call the Wrong Person First

That may sound surprising. Most agency owners see their accountant as the person who prepares annual accounts, files tax returns, and answers questions about VAT, payroll, and profit. Yet when you look at successful agency exits, accountants often play a far more strategic role. In many cases, they know the business better than any future buyer ever will. They have seen the revenue grow, watched margins fluctuate, understood the impact of client wins and losses, and often witnessed the founder’s ambitions evolve over time. While an M&A advisor might enter the picture six months before a sale, a good accountant has often been involved for years.

This is particularly relevant for marketing agencies, PR firms, growth consultancies, HubSpot partners, digital agencies, and other service businesses. These companies are often highly dependent on people, client relationships, recurring contracts, and intellectual capital. Unlike manufacturing businesses, much of the value sits in areas that are not immediately visible on a balance sheet. Understanding that value requires context, and accountants are uniquely positioned to provide it.

If you’ve read our previous agency articles, you’ll know that valuation and exit preparation are themes we revisit often:

• https://bestbonobos.com/marketing-agency-valuation-multiples/
• https://bestbonobos.com/increase-marketing-agency-value/
• https://bestbonobos.com/how-long-does-it-take-to-sell-a-marketing-agency/

The logical next question is not what your agency is worth or how long a sale takes. The question is: who helps you get there?

For many agency owners, the answer should start with their accountant.

Your Accountant Often Knows You’re Thinking About an Exit Before You Do

One of the most interesting aspects of business sales is that exits rarely begin with a formal decision. Most founders do not wake up one morning and suddenly decide to sell. Instead, the process starts with conversations. A founder mentions wanting more freedom. They talk about spending less time managing people. They ask questions about valuation. They wonder whether their agency could run without them. They mention retirement, burnout, new ambitions, or a desire to invest in other projects.

The first person to hear many of these signals is not a broker.

It is often the accountant.

Because accountants have regular conversations about profit, cash flow, growth, staffing, investments, and tax planning, they frequently see the early signs of an eventual exit years before a formal sales process begins. Research aimed at accountants and business advisors consistently highlights that accountants are often viewed as the most trusted advisors for business owners and are frequently involved in exit discussions long before any transaction takes place. 

This creates an enormous opportunity.

When an agency owner starts preparing two or three years before a sale rather than six months before, the outcomes are usually dramatically different. There is time to strengthen management, improve recurring revenue, reduce founder dependency, optimize reporting, and address issues that would otherwise emerge during due diligence. These improvements do not just make a sale more likely; they often increase valuation as well.

That is why the accountant’s role should not begin when a deal starts. It should begin when the first exit-related conversations occur.

Buyers Look at Agency Financials Very Differently Than Founders Do

Agency owners tend to evaluate their businesses through an operational lens. They look at revenue growth, client retention, campaign results, new business wins, employee satisfaction, and profitability. These are all important metrics. The problem is that buyers view those same numbers through a completely different lens.

A founder might see a client responsible for twenty percent of revenue as a success story. A buyer may see concentration risk. A founder may be proud of personally managing key accounts. A buyer may view that as founder dependency. A founder may consider profitability healthy because there is cash in the bank. A buyer wants to understand how sustainable that profitability is after adjustments and normalization.

This is where accountants become incredibly valuable.

A good accountant understands how financial information will be interpreted by an outside party. They know that buyers are interested in recurring revenue, margin quality, customer concentration, normalized earnings, working capital requirements, and future predictability. They can help founders bridge the gap between how they see their agency and how the market will evaluate it.

For example, many agency owners are surprised to discover that buyers spend as much time assessing the quality of earnings as they do looking at top-line growth. Quality matters because buyers are purchasing future cash flow, not historical effort. They want confidence that the business can continue generating profits after the transaction. Accountants help create that confidence by ensuring financial information is reliable, consistent, and understandable.

EBITDA Normalization: Where Agency Owners Often Leave Money on the Table

One area where accountants create significant value is EBITDA normalization.

Many agency founders run personal or non-recurring expenses through the business. Company vehicles, travel, conferences, family members on payroll, discretionary spending, one-off consulting costs, and owner compensation structures are all common examples. While these decisions may make sense operationally or tax-wise, they can distort the true profitability of the business.

During a sale process, buyers will almost always adjust EBITDA to reflect the underlying earning power of the company. If those adjustments are not clearly documented and supported, founders risk receiving a lower valuation than they deserve.

This is especially important in agency transactions because valuation multiples are often applied directly to normalized EBITDA. A seemingly small adjustment can have a significant impact on enterprise value. An additional $100,000 of normalized EBITDA can translate into several hundred thousand dollars of additional value depending on the multiple being applied.

Accountants are uniquely qualified to identify these adjustments before buyers do. Rather than reacting during due diligence, agency owners can proactively prepare normalized financials that accurately reflect the business. This creates credibility, improves negotiation leverage, and often results in stronger outcomes.

It also connects directly to another theme we’ve covered extensively: valuation multiples. Multiples matter, but they only matter after the underlying earnings have been correctly understood.

Due Diligence Starts Long Before Buyers Arrive

One of the biggest misconceptions among agency owners is that due diligence begins after a Letter of Intent is signed.

In reality, due diligence starts years earlier.

Every contract that is properly stored, every financial report that is accurately prepared, every recurring revenue stream that is clearly documented, and every employee agreement that is up to date contributes to future diligence readiness. Conversely, every missing document, unclear ownership structure, or inconsistent report creates friction later.

Accountants play a central role in this preparation.

When buyers conduct due diligence, they are not simply verifying revenue. They want to understand the entire financial story of the business. They examine margins, revenue recognition, customer concentration, profitability trends, tax compliance, payroll practices, and financial controls. Agencies that can quickly provide accurate information create confidence. Agencies that scramble to find documents create concern.

Research from transaction advisors and exit planning specialists consistently emphasizes that preparation and strong financial reporting significantly improve transaction outcomes and reduce deal risk. 

For agency owners, this means that a well-prepared accountant is not just helping with compliance. They are actively contributing to deal readiness.

Why Accountants and M&A Advisors Have Different Roles

At this point, it is important to clarify something.

This article is not suggesting that accountants replace M&A advisors. They do not. The two roles are complementary.

An M&A advisor helps position the business, identify buyers, run competitive processes, negotiate terms, and manage transactions. Their expertise lies in deal execution.

An accountant brings something different. They understand the financial history of the business. They know where the risks are. They understand the underlying economics. They can help improve reporting, normalize earnings, prepare for due diligence, and identify value drivers long before a sale begins.

The best agency exits usually involve both.

The accountant helps build the foundation.

The M&A advisor helps monetize it.

Trying to sell an agency without either is often a mistake. But involving your accountant years before you engage an advisor can create a substantial advantage.

Why BestBonobos and Accountants Are Stronger Together

This is also where BestBonobos fits naturally into the process.

Accountants provide financial expertise and insight. BestBonobos provides structure.

Agency owners often know they want to increase value, improve readiness, and prepare for a future sale. The challenge is knowing where to start. BestBonobos helps founders identify value drivers, understand their current valuation, prepare due diligence, organize documentation, and create a clear roadmap toward an eventual exit.

Together, accountants and BestBonobos create a powerful combination. The accountant helps ensure the financial foundations are solid. BestBonobos helps ensure the broader business is prepared, transferable, and attractive to buyers.

That combination reduces uncertainty, increases confidence, and often leads to better outcomes.

Conclusion: The Best Exits Start Earlier Than Most Founders Think

The most successful agency exits rarely begin with a buyer.

They begin with preparation.

They begin when founders start asking questions about value, succession, freedom, growth, and the future. They begin when recurring revenue is strengthened, financial reporting improves, and management becomes more independent. They begin when founders stop thinking about selling and start thinking about building a business that can be sold.

And more often than many agency owners realize, those conversations begin with their accountant.

Because by the time a buyer appears, much of the value has already been created.

The question is whether you’ve given yourself enough time to create it.

Want to try BestBonobos? Check it out here:

Introduction: the moment clients don’t always prepare for

Most business owners don’t wake up thinking about selling their company.

They are focused on growth, clients, operations, and keeping everything moving. Exit planning is often something they postpone. Something for “later”. Until suddenly, later becomes now. Retirement, burnout, a new opportunity, or sometimes an unexpected life event forces the question: what is my business actually worth, and can I sell it? By that point, many owners are not prepared. And that is exactly where the accountant becomes critical.

Because long before a client speaks to a broker or buyer, they have already shared the most important information with their accountant. Financial performance, risks, trends, decisions. In many cases, the accountant understands the business better than anyone outside the company itself.

That positions the accountant not just as a financial expert, but as a trusted advisor in one of the most important decisions an entrepreneur will ever make.

The accountant as a trusted advisor

For most entrepreneurs, the relationship with their accountant is built over years.

It is not transactional. It is based on trust, continuity and insight. The accountant sees patterns over time, understands financial behavior and often knows the real story behind the numbers. This creates a unique position.

According to insights shared in
https://kepnercpa.com/preparing-an-exit-strategy/
accountants are often among the first professionals involved when a business transfer is considered. Not because they are dealmakers, but because they understand the financial reality behind the business.

That trust matters.

When an entrepreneur starts thinking about selling, they rarely begin with a broker. They start with someone they trust. Someone who understands their situation and can help them think clearly.

That is the accountant.

Accountants hear about exit plans early

One of the biggest advantages accountants have is timing.

Entrepreneurs often mention exit ideas casually, long before they take action. A comment about slowing down. A question about valuation. A concern about workload or succession. These are early signals. And timing is everything.

Research and advisory insights such as
https://cpatrendlines.com/2025/08/24/its-never-too-early-to-plan-your-exit-strategy/
consistently show that businesses need 12–24 months of preparation before they are truly ready for sale.

Yet most owners wait too long. And this creates a gap.

If accountants recognize these early signals, they can shift from reactive to proactive. Instead of waiting for a client to decide, they can guide them toward preparation. Not in a heavy or complex way, but by introducing structure, awareness and small improvements over time.

That alone significantly increases the chances of a successful sale.

Accountants often understand the business better than the owner

This may sound counterintuitive, but it happens more often than you think.

Entrepreneurs live inside their business. They focus on operations, clients and growth. But that also means they are often too close to it. They know how things work, but not always how things look from the outside.

Accountants, on the other hand, see the business through structure.

They see revenue trends, margins, dependencies, risks, and financial consistency. They can identify patterns that the entrepreneur might overlook. They understand how a business would be evaluated by an external party.

As highlighted in
https://beercpa.com/business-guides/determining-your-exit-strategy/
financial clarity and normalization are key components in preparing for an exit.

This gives accountants a powerful role.

Not to replace the entrepreneur, but to challenge assumptions, ask better questions and bring an external perspective. Especially when it comes to value, risk and transferability.

The role of the accountant in a business sale

Traditionally, accountants are not seen as deal drivers. But that is changing.

According to advisory firms such as
https://accountants.sva.com/event/exit-planning-101-what-every-business-owner-should-consider
accountants are increasingly involved in guiding clients through the preparation phase of a business transfer.

And that is exactly where the most value is created. The role of the accountant is not necessarily to find buyers or negotiate deals. It is to ensure that the business is ready.

That includes:

• understanding true profitability (normalized EBITDA)
• identifying risks and dependencies
• ensuring financial documentation is complete and consistent
• preparing the business for due diligence
• helping the client think structurally about their exit

This is not a one-time action. It is a process. And the earlier it starts, the stronger the outcome.

Why structure beats brokerage

Many entrepreneurs assume that when they want to sell, the next step is hiring a broker. But brokers typically enter the process when the business is already prepared. They don’t fix structural issues. They don’t build clarity. They don’t spend 12 months improving the business. That work happens before.

And this is where accountants can play a much stronger role than they often realize. Instead of handing over the process too early, accountants can help clients build a structured path toward exit readiness.

That is where tools like BestBonobos come in.

How BestBonobos supports accountants and their clients

BestBonobos is not a replacement for the accountant. It is a structured layer on top of the existing advisory relationship. It helps clients move from abstract thinking about an exit to a clear, actionable process. For the accountant, this creates leverage.

Instead of answering ad hoc questions, they can guide clients through a structured framework. Instead of reacting to situations, they can proactively improve them.

BestBonobos helps with:

• understanding business value
• identifying gaps in exit readiness
• structuring preparation over time
• organizing documentation and data
• supporting conversations with advisors and buyers

This allows the accountant to stay in the advisory role, while the platform provides structure and continuity. Check out our demo video to find out how the platform works:

A better model than relying on brokers alone

The traditional model often looks like this:

The entrepreneur decides to sell → hires a broker → realizes the business is not ready → value decreases or deal fails.

A more effective model looks different:

The accountant identifies early signals → starts preparation → uses structure → improves readiness → then introduces buyers.

In this model, the accountant is not replaced. They become central. And the outcome is significantly better.

Commercial model for accountants and CPAs

BestBonobos is designed to support accountants, not compete with them.

• accountants can use the platform free of charge when their customers use it
• clients receive a special discount
• accountants receive a compensation for their involvement

This creates alignment.

The accountant helps the client prepare properly. The client gets better outcomes. And the process becomes more efficient and structured.

If you’re an accountant or CPA, contact us via this form to partner with us and receive your free access.

Conclusion: from financial advisor to strategic exit partner

The role of the accountant is evolving. From reporting and compliance toward advisory and strategy.

Business transfers are one of the most important moments in the lifecycle of a company. And accountants are uniquely positioned to play a central role in that process. Not by becoming brokers.

But by doing what they already do best:

bringing clarity
providing insight
creating structure

And by starting earlier than anyone else.