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Trusted by 250,000+ Professionals

"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Todd Steinberg

4.5 / 5

Accounting Firm Valuation & Deal Structuring
Succession & Exit Planning for CPA Firms
Partner Buy-ins and Internal Transition Models
Buyer–Seller Negotiation & Cultural Fit Assessment

Todd Steinberg is a nationally recognized M&A advisor specializing in the sale, acquisition, and transition of accounting and tax firms. As the founder of Todd Steinberg Consulting, he brings decades of experience guiding firm owners through successful exit strategies and partner buy-ins. Todd’s consultative approach helps firm leaders unlock value and find the right cultural and financial fit in every deal. He is widely known for his thought leadership on firm valuation, succession planning, and M&A deal structure.