Exit Preparation Specialists for Accounting Practices

Protect What
You've Built

Prepare your practice for a successful exit—one that rewards you financially, protects your employees, and preserves the legacy you've created.

Not ready to talk? See where you are on your exit journey →

75%
of CPAs retiring in 15 years*
40%+
premium for tech-enabled practices*
20+
years combined experience

*Source: AICPA, Accounting Today M&A Reports

CEPA-Informed Methodology 20+ Years Combined Experience Accounting Industry Specialists

Where Are You on Your Exit Journey?

Choose the option that best describes you, and we'll show you the most relevant path forward.

The Transformation Gap

There's a Critical Gap in Exit Planning

Between recognizing you'll eventually exit and actually being ready lies a crucial phase where most of your exit value is either built—or lost. Yet no one focuses on this transformation.

$ $

Business Brokers

Focus on transaction execution. Standard advice: "raise fees, cut costs, come back in a few years." No implementation support.

Transaction-focused only
?

Exit Planning Advisors

Deliver assessment and strategy but remain generalist. Address the "what" but not the "how." No accounting-specific expertise.

Strategy without implementation

Technology Consultants

Sell software implementations without exit context. Focus on growth positioning rather than exit-readiness and transferability.

Tech without purpose

RevOps Unicorn Fills This Gap

We provide integrated exit preparation that transforms your practice through AI-enabled automation, technology modernization, and operational optimization—specifically designed to prepare you for a successful exit on your terms.

What Creates Exit Value

We Build Practices Worth Acquiring

Acquirers pay premium for practices that serve clients well, empower teams, and don't depend entirely on the owner. These qualities make your practice valuable—and make it a better place to work until you're ready to exit.

Industry Research
40%+ premium for tech-enabled practices

Source: Accounting Today M&A Report

Recurring Revenue

Ongoing advisory relationships that serve clients better AND create predictable value

Team Empowerment

Systems and training so your team can serve clients excellently—giving you freedom now and transferability later

Modern Technology

Cloud tools that make work easier for your team, service better for clients, and integration simpler for acquirers

Balanced Client Mix

A healthy portfolio that reduces stress now and risk at exit

Clear Processes

Documented workflows that ensure consistency, simplify training, and demonstrate transferability

Team Development

Invest in people who grow with you and can carry the practice forward

Service Options

Choose Your Path to Exit Readiness

Whether you're curious about possibilities or ready for comprehensive transformation, we offer approaches that respect your readiness and goals.

Practice Clarity Assessment

Understand where you are and map your path to exit-readiness

$7,500 one-time
Ideal if:
You're thinking about exit in 3-7 years and want clarity
  • Practice health analysis
  • Technology audit & recommendations
  • Client relationship assessment
  • Exit-readiness scorecard
  • Prioritized roadmap
  • Scenario planning
Timeline: 2-3 weeks
Learn More
Most Popular

Transformation Partnership

12-18 month hands-on transformation to exit-readiness

$37,500 one-time
Ideal if:
You're committed to preparing your practice for a successful exit
  • Everything in Clarity Assessment, plus:
  • Technology implementation
  • Workflow documentation
  • Team development program
  • Client service enhancement
  • Monthly partnership sessions
Timeline: 12-18 months
Schedule Consultation

Transition Partnership

Full transformation through your successful exit

2% of value created
Ideal if:
You've decided to exit and want comprehensive support
  • Complete practice transformation
  • Partner/buyer facilitation
  • Due diligence preparation
  • Client and team transition planning
  • Success-aligned partnership
Timeline: Through close
Learn More

Not sure which path is right for you? Start with a complimentary 30-minute conversation. We'll listen to where you are and help you think through your options.

Want to understand these options better? Get our comparison guide →

(818) 645-5832
Our Process

Methodical Transformation, Measurable Results

Our proven methodology guides you through systematic value creation, with clear milestones and transparent progress at every stage.

01
Weeks 1-2

Discovery & Assessment

Comprehensive evaluation of your practice's current state, technology infrastructure, and exit readiness.

Key Outputs
  • Exit readiness scorecard
  • Technology audit
  • Valuation analysis
  • Risk assessment
02
Weeks 3-8

Foundation Building

Strategic planning and infrastructure setup to support systematic value creation.

Key Outputs
  • Platform selection
  • Data migration plan
  • Workflow design
  • Change management
03
Weeks 9-16

Implementation

Hands-on deployment of technology, processes, and systems that drive valuation.

Key Outputs
  • Technology deployment
  • Staff training
  • Process automation
  • Quality protocols
04
Weeks 17+

Optimization & Exit Prep

Refinement, performance monitoring, and documentation that ensures lasting improvement.

Key Outputs
  • Performance tracking
  • Process refinement
  • Exit documentation
  • Buyer readiness

What We Promise

Our commitments to every practice owner we work with

🎯

Radical Honesty

We'll tell you the truth about your practice's exit-readiness—even when it's hard to hear. No sugar-coating, no false promises.

🛠️

Implementation Partners

We implement alongside you, not just advise from the sidelines. We roll up our sleeves and do the work with you.

🤝

Aligned Incentives

Your success is our success. Our Transition Partnership is success-fee based—we only win when you do.

20+
Years Combined Experience
12-18mo
Typical Engagement
About RevOps Unicorn

We've Walked This Path Ourselves

RevOps Unicorn was founded by professionals who've spent decades in accounting and professional services—and who understand that exiting a practice you've built is about far more than money.

We combine deep industry expertise with modern revenue operations methodology to help firm owners maximize their exit value while protecting what matters—their clients, their team, and their legacy.

Industry Specialists
Exclusive focus on accounting and professional services
Implementation Partners
We do the work with you, not just advise
Honest Assessment
We'll tell you the truth, even when it's hard to hear

Why We're Different

We don't just advise—we partner

Other advisors give you a plan and wish you luck. We roll up our sleeves and help you execute every element of your transformation.

We honor all your stakeholders

Legacy matters. We help you structure transitions that protect the client relationships you've nurtured and the team you've built.

We succeed when your practice thrives

Our Transition Partnership means we only succeed when you do. Your successful exit is our best marketing.

Ready to Protect What You've Built?

Schedule a complimentary 30-minute conversation. We'll listen to where you are, explore what's possible, and help you think through your options—whether that involves us or not.

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No pressure. No obligation. Just honest conversation about your practice and your future.