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Our Approach

Retiring Doesn’t Have To
Mean Walking Away

Retiring is hard. We get it. With Platform, you don’t have to turn over the keys and walk off into the sunset. We’ll work directly with you to create customized client transition plans that keep you involved and your customers cared for.

Financial Security

Our valuation model makes sure you get full value for your firm with a significant portion of the purchase price paid upfront. That’s great news for you—and your retirement goals

Simple Transitions

From handshake to close, we take the guesswork and anxiety out of transitioning with a simple process that covers everything from client transition and staff retention to a post-transaction operation plan.

Care for your clients

You’ve built a legacy on years of success and hard-won relationships. And we know, first-hand, how hard walking away can feel. At Platform, your business is our business. That means continuing to provide the same level of service and care your clients deserve.

Contact Us

Contact us

[email protected]

5320 South 900 East, Suite 200
Salt Lake City, Utah 84117

385.800.1415

Platform Accounting Group
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PLATFORM ACCOUNTING GROUP IS NOT A REGISTERED CERTIFIED PUBLIC ACCOUNTING FIRM. CLICK HERE TO UNDERSTAND WHAT THAT MEANS.
We do not perform audits, reviews or compilation work engagements and therefore are not required to register with the State Board of Accountancy. Any CPA staff member that has a valid and good standing CPA license is registered with the Board Accountancy on an individual basis. Our relation to the Board of Accountancy does not affect our ability to provide compliance related services in areas of tax, accounting and consulting.