Daniel Talbott

Talbott Advisory Group

In 2023, Talbott Advisory Group, launched M&A advisory services and soon found a niche in helping other accounting firms and their clients exit their businesses quickly, easily, and for the most money possible—or grow through acquisition.  

Brokered by: eXp Commercial

M&A Advisor

Talbott & Co., now Talbott Advisory Group, started by offering bookkeeping, accounting, tax services under the name Balancely, and fractional CFO services as Profit and Grow. We now exclusively focused on mergers and acquisitions advising and business brokerage. 

Talbott & Co. began in 2019 as a family owned and operated advisory accounting firm, offering tax planning, tax preparation, bookkeeping, and strategic advisory services to small businesses all over the US.

Business Consultant

eXp Commercial

Business Broker

Acquisition Experts, LLC / Florida Business Brokers

Formations

Formations is an tax accounting software as a service company, building a platform to offer bookkeeping, accounting, and tax preparation to Real Estate agents and other professionals.

Sr. Corporate Tax Manager

Collective

Joined the co-founders as the first full-time employee. Served the client base of Solo Entrepreneurs with accounting, tax planning, and tax preparation. 

Managed Sales and Client Success, and aided in build the Operation, Marketing, and Fulfillment teams.

Senior Tax Advisor

Omni Financial Vero Beach, FL

Once credentialed, as an Enrolled Agent, built a client book of 80 cases; high net worth, business owners, and non-profits. 

Managed and implemented tax controversy resolutions and tax mitigation strategies. Handled all negotiations with the Federal and State taxation authorities. Advised clients in ongoing tax mitigation restructuring.

Tax Associate

Career pivot into Tax Accounting

Served as paralegal to a Tax Attorney while learning the tax resolution and tax planning business, and working toward licensure. 

Analyzed tax controversy cases, established initial resolution strategies, prepared financial packets, offers, and abatement letters.

Tax Law Paralegal

Bankers Surety

2013-2014, founded and operated an independent agency. 

2014-2018, acquired and operated a larger, more established agency, and served as Principle Agent.

Principal Agent

As a limited liability surety agent, I managed business development, customer relationships, and financial underwriting of new bonds.

Agent

As an Intern / Agent-in-Training, I learned surety bond underwriting while preparing documentation and agency reporting. Responsible to managing notices and client contact.

Intern

I’m Daniel Talbott, founder of Talbott Advisory Group, where we specialize in helping accountants achieve their goals—whether it’s maximizing the value of their business for a sale, navigating growth through strategic acquisitions, or adding revenue through the addition of M&A Advisory services. 

With a focus on Main Street and lower middle-market firms, $500k-$5M in EBITDA, we bring expertise in M&A advisory, business brokerage, and a firm growth. 

My journey began as an entrepreneur, which gave me firsthand experience with the challenges of running a business. Over the years, I’ve scaled two venture-backed virtual accounting firms, launched my own client advisory accounting services (CAAS) firm, and expanded into mergers and acquisitions. Today, I combine my modern accounting firm expertise with a deep understanding of the human side of entrepreneurship to deliver results that matter.

At Talbott Advisory Group, we offer a white-glove, investment banking-level experience to firm owners looking to sell their businesses, acquire new ones, or build a strategy for long-term success. My specialty lies in serving accountants and professional service firms, but my passion is helping all entrepreneurs reach their next chapter, whether they’re planning for retirement or pursuing growth opportunities.

Let’s connect if you’re ready to:
	•	Maximize the value of your Firm
	•	Acquire another Firm to fuel growth
	•	Scale your Firm by offering M&A Services

📩 Reach out—I’d love to help you achieve your next big goal.

Founder / Fractional CFO

Talbott & Co. is a fractional CFO, tax resolution and planning, and consulting firm serving companies anywhere in the USA.

RightExit™ is now RightExit®
Trademark Registered! 

After speaking with some attorney friends I felt like this was something I could do on my own. 

I made a few mistakes but lucked out with a trademark examiner who actually called me and helped me correct the issues.

Now
9 months later
The trademark for RightExit is registered!

After seeing what happened to Keeper (now Double), and a few others, I'm really glad I took this step

I'm no Trademark attorney
but if anyone has questions about the process
I'll tell you what I experienced

Daniel Talbott, EA, CEPA

Founder, Managing Broker at RightExit® | Main Street M&A Advisor | We work with CAS Accounting and Financial Advisory firms

Over the years I’ve seen some Accountants launch fractional CFO firms and thrive… and many more fail

I joined Michael King’s The CFO Accelerator August 2022. 

The single biggest issue I see when Accountants try to become Fractional CFOs is the same now as it was 3 years ago.

Failure to commit, fully. 

Tax professionals can’t shake that they are just the tax guy or gal. 

Bookkeepers can’t get out of the weeds of categorizations and monthly reconciliations. 

CPAs can’t break away from the daily grind of compliance work and managing their deadlines and team. 

The most successful fractional CFOs today, they committed fully and stayed the course. 

They completely change their behaviors.

From a compliance professional to a financially informed executive coach and advisor. 

I know, I know

You don’t have time. 

No time to learn to sell a new service. 

No time to learn the skills required to transition. 

Crazy thought… 

What if you sold your accounting firm?

This year I spoke with a CPA in Atlanta. 

He is in his mid 30’s with young kids and wanted more flexibility. 

High margin fractional CFO work was the answer. 

He managed to land one client and prove the concept to himself

But had no time left to grow his client base and refine his new services.

Accounting firms are worth

1-2.5x Total Revenue; or
3-5x Adjusted EBITDA

That means you can buy yourself a 3 year runway to build your CFO business without losing a penny. 

Even better—you can do it without all the risk of taking your eye off the ball in your compliance firm. 

Doesn’t that sound so much better?

If you’re looking to lean into high margin fractional CFO and advisor work… but your compliance firm is in the way. 

I’d love to speak with you about your options for an exit! 

———

RightExit™  is an M&A brokerage and exit planning firm for CAS Accountants, Consultants, and Financial Advisors; ideally earning $500k-$2 million in ebitda

If you’re interested in building a valuable firm and finding its next steward, I’d love to chat.

Our Buyer vetting process is a non-negotiable

Doesn’t matter who you are. 

At RightExit™ we specialize in helping sellers find the next steward for their legacy. 

If you want more than a confidential business review, we need:

• Bio/Resume (for you or your operator)
• Information on your firm (if applicable)
• Financial Info and Proof of Funds 
• Lender prequalification or investor commitment letters
• Brief outline of your business acquisition plans

I’ve gotten this information from owners of firms doing $400k, $4 million, and $40 million.

So I don’t care how big your firm is or how many times you’ve done this. 

I’m not shortcutting our process because it is designed with the best interest of our Sellers in mind. 

Your inconvenience is of little consequence to us.

Being a jerk about it on our first call is the best way to get disqualified. 

In my experience

If the intro call isn’t enjoyable 

Due diligence will be a nightmare

And the deal almost certainly won’t close

Just a PSA for anyone interested in working with us and one of our Sellers. 

/rant

I get this disappointed “Oh” when firm owners schedule a call about boosting their firms’ value 


Like I’m holding back some secret sauce to make your firm worth more

Truth is… I post all of it right here on LinkedIn

You probably already know what you need to do

It’s also probably the thing you’re avoiding

CAS Accounting firms sell for 4-6x Adjusted EBIT

$1 million = 4x

$2 million = 5x

$3 million = 6x

The quality of your earnings will determine if you get a ➕ or ➖ adjustment to value


Do you do any of these?

☑️ Recruit, Hire, Train, and Retain Talent

☑️ Market and Sell your Services

☑️ Deliver Services

If you do, your firm is worth a little less ➖


Does your firm have any of these qualities?

☑️ No one client more than 5% revenue

☑️ Established client or service niche

☑️ Remote work and cloud tech

If it does, your firm is worth a little more ➕


That’s all…

It’s just the value of the opportunities minus the cost of the risks

Sorry it isn’t fancier


———

If you’re still interested in what your firm is worth in today’s market… or who should buy it… let me know

RightExit™ specializes in the exit planning and brokering of CAS Accounting (Bookkeeping>CFO) and Financial Advisory business sales.  

You could say we’re the trusted advisors to trusted advisors

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