DMY enabled us to achieve a great financial outcome and a smooth transition to the new practice owners

We engaged DMY to take our accounting practice to market.

They assisted with the professional preparation of the Information Memorandum and managed the method of marketing our firm. Their professional approach and experience in this area stood out. Their structured approach and Mark's experience and advice kept the process on track even when challenges emerged.

They guided the process of screening the interested parties where we were searching for the best financial outcome and a cultural fit. They had access to a database of interested buyers and screened the applicants.

Once a shortlist of applicants was established, DMY provided very valuable feedback and guidance for our selection of the successful buyer.

Overall, we think that DMY enabled us to achieve a great financial outcome and a smooth transition to the new practice owners, for the benefit of all parties.

I would highly recommend Mark and his team to accounting practices interested in selling and/or retiring.