How Accountants Can Boost Business Owner Client Success

The critical role that accountants, CPAs, and bookkeeping professionals play

At Legacy Venture Group, we understand the critical role that accountants, CPAs, and bookkeeping professionals play in helping business owners make sound financial decisions. However, in our experience as Tampa business brokers, we’ve found that many business owners are missing out on understanding the full value of their businesses. While most focus on how much money they made or how much they owe in taxes, there’s so much more their financial statements can tell them—especially when it comes to preparing for the future sale of their business.

Helping clients truly understand business value

If you’re an accounting professional serving clients in industries like HVAC or roofing, your expertise is invaluable. But have you ever thought about helping your clients truly understand the long-term value of their business? Many HVAC and roofing companies in Tampa have great profit margins, but when it’s time to sell, only a small percentage of them are set up to transfer smoothly to a new owner. This is where Tampa business valuation services can play a pivotal role in empowering your clients.

As a Tampa business broker, we’ve seen firsthand that business owners often believe their business is worth far more than what the market may actually offer. In fact, only about 20% of businesses that go to market successfully sell. Why? It’s not just about profits—there are many factors that determine whether a business is transferable and attractive to buyers. This is especially true for service-based industries like HVAC or roofing, where contracts, customer relationships, and operational efficiency play a huge role in determining value.

Incredible opportunity for accountants and CPA

This presents an incredible opportunity for accountants and CPAs to add value beyond tax preparation. By offering your clients a detailed Tampa business valuation or working with us to provide one, you can open their eyes to the real drivers of value in their business. Often, an independent valuation uncovers opportunities for improvement, whether it’s streamlining operations or better organizing financial records. This not only benefits the business owner but also positions you as a more valuable, indispensable partner.

Consider this: if a business owner is ready to sell their roofing or HVAC business, but their financials are disorganized or incomplete, the due diligence process can become a nightmare. By helping them get organized early, you can save them significant stress down the road. And, when the business does sell, the buyer may want to retain your accounting firm for ongoing services, which creates a win-win situation for you both.

At Legacy Venture Group, we specialize in Tampa business valuations and brokerage services for industries like HVAC, roofing, and other construction-related fields. We work closely with accounting professionals to ensure that business owners are prepared when the time comes to exit. A properly conducted business valuation not only helps your clients understand the worth of their business but also ensures they have a realistic picture of what’s needed to make the business more marketable and transferable.

Collaborate with our Tampa Business Broker Team

By collaborating with us, you can help your clients position their business for a successful sale, ensuring they achieve the best price possible. And if business valuation isn’t something you currently offer, we can assist you by providing expert Tampa business valuation services that cater to your clients’ needs, whether it’s a simple back-of-the-napkin estimate or a full, detailed analysis for legal or estate purposes.

Together, we can empower your clients to maximize the value of their HVAC, roofing, or other service-based business in Tampa. And as a Tampa business broker, we can guide them through the entire selling process, from initial valuation to closing, helping ensure a smooth transition for all involved.

If you’re ready to help your clients get the most out of their business, while also increasing the value of your services, let’s connect. We’re here to support you in providing business valuation services and ensuring that your clients are prepared for the future. We are also proud members of the Busines Transition Council where our affiliates can help with almost any issue for one who wants to sell a business, create an ESOP, or sell a business to a family member.

Tampa business broker and Tampa business valuation services

Reach out to Legacy Venture Group today to learn more about how our Tampa business broker and Tampa business valuation services can benefit both you and your clients. Together, we’ll help Tampa business owners secure their legacy and achieve a successful exit.