Don Bravaldo Shares Insights at Intuit Connect 2025 on the Emotional and Strategic Journey of Selling Your Accounting Firm
At Intuit Connect 2025 in Las Vegas, Don Bravaldo, President and Founder of Bravaldo Capital Advisors, joined Kenji Kuramoto, Founder and CEO of Acuity CFO, to discuss The Emotional and Strategic Journey of Selling Your Accounting Firm.
The session explored both the emotional and technical aspects of selling an accounting practice, offering valuable guidance for firm owners considering a transition. Drawing from their shared experience in a recent transaction, Don and Kenji discussed the importance of early planning, structured preparation, and open communication throughout the M&A process.
Kenji shared Acuity’s experience merging with other firms backed by private equity to form Sorren, reflecting on the internal conversations that helped the partners determine their readiness for the next chapter. He emphasized the importance of proactive planning, clear vision, and trusted advisors to ensure a successful outcome.
Don provided insight from the advisor perspective, explaining how creating a competitive market helps maximize value and outlining key steps that lead to a smooth and well-executed sale. He also spoke about the balance between structure and empathy required when guiding clients through a process that is both financially and emotionally significant.
Together, they highlighted that selling a firm involves more than financial outcomes. It also requires emotional readiness, transparency, and collaboration to ensure a positive transition for clients, staff, and leadership.
