Episode #37
37. Episode: Rebecca Driscoll - Selling Her Accounting Firm and Reimagining the Work with AI
Jonathan Farber sits down with Rebecca Driscoll, CPA, who sold her accounting firm in 2024 and now helps firm owners through The Collaboration Room and AI Lab for Accountants. She walks through why she sold, how she chose a buyer her clients could trust, and the terms she ended up with: 1.5x revenue, paid fully upfront, with no retention contingencies. From there the conversation moves to what comes after the sale and where AI is taking the profession. Rebecca explains how asking for better terms worked in her favor, what she would change about the client handoff, and why she tells accountants to start with the outcome they want rather than the workflow they already have. We get into: Why Rebecca sold her firm in 2024, and why client fit mattered when choosing a buyer The deal terms: 1.5x revenue, paid upfront, no retention contingencies How she negotiated a better offer by being honest that she had other options What to ask a buyer about availability and client introductions before the handoff How The Collaboration Room grew a no-fee, no-commission firm exchange for buyers and sellers Why 597 accountants filled out a form to learn about AI, and how AI Lab started Why to start with the outcome and let Claude or ChatGPT rethink the process Whether tax and bookkeeping work is protected from AI, and where human trust still wins Hosted by: Jonathan Farber Guest: Rebecca Driscoll, CPA ( rdriscollcpa.com ) Podcast: The Scaling Made Simple Podcast Episode Recorded: September 25, 2026 Topics: Selling an accounting firm, firm valuation, deal terms, AI for accountants, communities
