I help families and small businesses plan for the future by crafting a life and estate plan. 

Together, we’ll plan for what we know will happen (death) as well as what might happen. We’ll plan to protect assets from creditors, predators, and spenders.  We’ll maximize family harmony.

I also help individuals and families with the buying and selling of real estate as well as adoptions.

Follow me on TikTok @alabamalawyerzach



Zach Anderson

Daniel Talbott

Talbott Advisory Group

In 2023, Talbott Advisory Group, launched M&A advisory services and soon found a niche in helping other accounting firms and their clients exit their businesses quickly, easily, and for the most money possible—or grow through acquisition.  

Brokered by: eXp Commercial

M&A Advisor

Talbott & Co., now Talbott Advisory Group, started by offering bookkeeping, accounting, tax services under the name Balancely, and fractional CFO services as Profit and Grow. We now exclusively focused on mergers and acquisitions advising and business brokerage. 

Talbott & Co. began in 2019 as a family owned and operated advisory accounting firm, offering tax planning, tax preparation, bookkeeping, and strategic advisory services to small businesses all over the US.

Business Consultant

eXp Commercial

Business Broker

Acquisition Experts, LLC / Florida Business Brokers

Formations

Formations is an tax accounting software as a service company, building a platform to offer bookkeeping, accounting, and tax preparation to Real Estate agents and other professionals.

Sr. Corporate Tax Manager

Collective

Joined the co-founders as the first full-time employee. Served the client base of Solo Entrepreneurs with accounting, tax planning, and tax preparation. 

Managed Sales and Client Success, and aided in build the Operation, Marketing, and Fulfillment teams.

Senior Tax Advisor

Omni Financial Vero Beach, FL

Once credentialed, as an Enrolled Agent, built a client book of 80 cases; high net worth, business owners, and non-profits. 

Managed and implemented tax controversy resolutions and tax mitigation strategies. Handled all negotiations with the Federal and State taxation authorities. Advised clients in ongoing tax mitigation restructuring.

Tax Associate

Career pivot into Tax Accounting

Served as paralegal to a Tax Attorney while learning the tax resolution and tax planning business, and working toward licensure. 

Analyzed tax controversy cases, established initial resolution strategies, prepared financial packets, offers, and abatement letters.

Tax Law Paralegal

Bankers Surety

2013-2014, founded and operated an independent agency. 

2014-2018, acquired and operated a larger, more established agency, and served as Principle Agent.

Principal Agent

As a limited liability surety agent, I managed business development, customer relationships, and financial underwriting of new bonds.

Agent

As an Intern / Agent-in-Training, I learned surety bond underwriting while preparing documentation and agency reporting. Responsible to managing notices and client contact.

Intern

I’m Daniel Talbott, founder of Talbott Advisory Group, where we specialize in helping accountants achieve their goals—whether it’s maximizing the value of their business for a sale, navigating growth through strategic acquisitions, or adding revenue through the addition of M&A Advisory services. 

With a focus on Main Street and lower middle-market firms, $500k-$5M in EBITDA, we bring expertise in M&A advisory, business brokerage, and a firm growth. 

My journey began as an entrepreneur, which gave me firsthand experience with the challenges of running a business. Over the years, I’ve scaled two venture-backed virtual accounting firms, launched my own client advisory accounting services (CAAS) firm, and expanded into mergers and acquisitions. Today, I combine my modern accounting firm expertise with a deep understanding of the human side of entrepreneurship to deliver results that matter.

At Talbott Advisory Group, we offer a white-glove, investment banking-level experience to firm owners looking to sell their businesses, acquire new ones, or build a strategy for long-term success. My specialty lies in serving accountants and professional service firms, but my passion is helping all entrepreneurs reach their next chapter, whether they’re planning for retirement or pursuing growth opportunities.

Let’s connect if you’re ready to:
	•	Maximize the value of your Firm
	•	Acquire another Firm to fuel growth
	•	Scale your Firm by offering M&A Services

📩 Reach out—I’d love to help you achieve your next big goal.

Founder / Fractional CFO

Talbott & Co. is a fractional CFO, tax resolution and planning, and consulting firm serving companies anywhere in the USA.

📣 Just Sold: Virtual CAS Firm

Valuation: 2.125x Revenue - 6.3x EBITDA

RightExit brokered the sale of a fully virtual bookkeeping / CAS accounting firm

• 100% remote | virtual firm
• US and PH employees
• Business client niche
• $4,000,000 revenue
• $1,350,000 EBITDA
• $1,929/mo avg fee
• 34% net margin

Sold to a strategic acquirer executing a PE-backed roll-up growth strategy

Based on these stats

What’s you firm worth in today’s market?

The market is hot 🔥, NOW is a great time to exit

———

RightExit brokers the sale of businesses in the upper Main Street and Lower Middle markets 
($2m-$20m)

I specialize in bookkeeping, accounting, CPA, tax, and advisory firms. 

Want to know the ONE thing you should work on next to boost your firm’s value?

📥 DM me

Daniel Talbott, CEPA

Founder, RightExit® | M&A Brokerage for firms $2m+ revenue | You built a firm on trust and relationships, we’ll find the next steward for your legacy.

No alternative text description for this image

This guy is 100% correct!

Private Equity groups ARE frustrated

• Frustrated that they aren’t the only buyer

• Frustrated that Sellers are represented

• Frustrated that Sellers are educated

• Frustrated they won’t get a steal

What are they doing about it?

Hiring agencies and building internal teams to contact sellers with offers too good to be true…

Too good to actually make it to closing without price cutting a few times in due diligence. 

So before you get excited about that letter, email, or phone called offer…

Consider who’s best interest is in mind. 

Are you better served by working with one buyer who is leading you through the process, telling you what is or isn’t normal 

Or

Do you want to run a professional process with capable representation, multiple competing buyers offering market rate or more, and informed options for your deal structure?

If you have received an offer for your firm, and you’re considering it, I want to talk to you!
 

———

RightExit is a M&A Advisory and Exit Planning firm for Bookkeepers, Accountants, CPAs, and Tax Professionals 

Whether you want to sell or scale, I want to help you find the ONE thing you should work on next to boost your firm’s value. 

📥 DM me

What actually makes a firm valuable? 

It's not revenue
It's not profit
It's not niche

The answer is almost never what owners expect.

It's how durable and transferable the firm is. 

If there is too much dependence on you, or overworked team members, it could be worth nothing!

On March 24th at 4PM EST, I'm sitting down with Agustín Morrone from Vintti to break this down from the M&A and the talent side.

We’ll share real strategies for structuring and recruiting a team that will increase your firms value.

Take a break and bring some questions!

At the very least, you will learn something to help make busy season more bearable. 

Reserve your spot at this link: https://lnkd.in/eT8-xep5

When selling an accounting firm
 the financials are usually pretty clean

The messy part is the Organizational Chart

• Receptionists doing bookkeeping

• Tax professionals packing and mailing tax returns

• That one experienced accountant who gets the hard stuff

One of the best things you can do for your firm is to clean up the Org Chart

Break down your roles into:

Junior -role-
-role-
Senior -role-

ie.

Junior Controller
Controller
Senior Controller 

Each level of each role in your firm should only be responsible for 3-5 tasks

Each task should have no more than 3-5 measurable performance indicators 

Easy to manage

Easy to track headcount needs

Everyone is 3-6 months from a promotion and a raise

Is this how your firm is set up already
 or is it something you need to work on?

———

RightExit is a M&A Advisory firm for Accountants, CPAs, and Advisors

We broker the sale of firms in the upper Main Street and lower middle markets ($2m+ revenue)

Want to know the ONE thing you should work on next to boost your firm’s value?

📥 DM me

Has anyone used Found?

I'm looking for a new go-to business bank.

March and April are the most important months for accounting firm VALUATIONS.

Not just because you will earn most of your tax revenue for the year.

Because it's the best time for the 2 major ways to increase your firms value.

1.) Upsell / Cross-Sell services

Your clients are finally paying attention in March and April

No one likes to pay taxes

So this is the one time of the year your clients will really HEAR your advice 

This is the opportunity to offer them:
- Tax Planning
- Monthly Bookkeeping
- Fractional CFO Services

Those key recurring and advisory services that we help them make or keep more money!

2.) Referrals! 

When you speak with your clients

and they tell you how happy they are

that's the time to see if they know anyone who isn't happy!

Don't miss out...

It's easy to get lost in the weeds and forget that you're a business owner first

and accountant second.

All of the levers to increase the value of your firm

Sell to more clients
Sell more to clients
Sell to clients more
Raise prices 👆 
Cut costs 👇 

1️⃣ Sell to more clients

Pretty self explanatory. Sell your services to more unique clients to drive revenue up. 

2️⃣ Sell more to clients

Offer complementary services to improve the total lifetime value of a client. ie. upsell tax clients tax planning services

3️⃣ Sell to clients more

This is frequency of purchases. The more times someone buys, the more opportunity there is to generate profit. Think of each time you get paid as an individual purchase. 

Annual bookkeeping (1 purchase)
Quarterly bookkeeping (4 purchases)
Monthly bookkeeping (12 purchases)
Weekly bookkeeping (52 purchases)

Annual bookkeeping $3600
Quarterly bookkeeping $900
Monthly bookkeeping $500
Weekly bookkeeping $300
(actual averages charged by real firms)

The same clients is worth
$3,600
$6,000
$15,600
to different firms.

What about for tax?

One time preparation 1120S $1,500
Quarterly tax estimates with prep $500 x4
Monthly tax subscription $250 x12
(I’ve actually done this)

4️⃣ Raise prices 👆 

Make raising prices a standard part of your year. Bundle it with encouraging your clients to raise their prices. Give inflation data to support their recommended price increase. If it makes sense for them to do it, it makes sense for you to do it. 

Even if you don’t raise every year, make sure to have leveled prices at some point. We all deal with scope creep. If you avoid it, it’s robbing your retirement. 

5️⃣ Cut costs 👇

Cutting costs is easier than ever. 

Most of us are paying for redundancies. Simplify and optimize your tech stack. 

Review your staff and highlight top producers, elevate the middle, replace the bottom. 

Consider automating or offshoring basic workflows, and look into remote and nearshore top talent for reduced payroll costs. 

———

RightExit® brokers the sale of businesses in the upper Main Street and Lower Middle markets 
($2m-$20m)

I specialize in bookkeeping, accounting, CPA, tax, and advisory firms. 

Want to know the ONE thing you should work on next to boost your firm’s value?

📥 DM me

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The Battle

Zach Anderson

Daniel Talbott

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The Battle

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Daniel Talbott

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