New Clients, Inc.Make Time for Buyer Meetings Without Missing Client Deadlines
A buyer offers to meet tomorrow afternoon. Your calendar looks open, but that time is already needed for a return […]
Owned or Leased? Account for Equipment in Your Practice Sale
The computers, scanners, and desks your team uses may belong to different people or businesses. Some may be paid for, […]
When a Buyer’s Service Plans Differ From What Your Firm Offers
A buyer may want to add advisory work, introduce bundled packages, or stop offering a service your clients have used […]
Buyer Requests Keep Coming? Organize Your Firm’s Sale Documents
When buyer requests arrive through several email threads, start with one shared request log and one controlled place for approved […]
Can Your Firm’s Software Accounts Transfer to a New Owner?
Some accounts may transfer, but we wouldn’t assume they all will. A change of administrator, a transfer of billing, and […]
Clients Paid in Advance? Questions to Resolve Before a Firm Sale
Before agreeing on sale terms, identify money received from clients that may relate to services or other obligations extending beyond […]
Does Your Accounting Firm’s Name Have to Change After a Sale?
Not necessarily. Continued use of a firm’s name depends on the rights involved, the sale agreement, and applicable business and […]
How to Show Buyers the Way Your Remote Accounting Firm Runs
Show a buyer how an assignment moves from intake to delivery, who supervises each step, and what confirms that review […]
Selling Your Accounting Firm Before the Office Lease Ends?
One of the steps to sell an accounting firm is checking what happens to any active office lease. Don’t assume […]
Preparing an Accounting Practice Fact Sheet: What Goes In?
A useful fact sheet gives your broker a clear, supportable picture of the practice: what services it provides, what the […]
What Happens to Referral Partnerships When You Sell Your Firm?
Existing referral relationships may continue after a sale, but an introduction does not guarantee future referrals. Written arrangements need review, […]
Who Finishes Open Client Work When an Accounting Firm Sells?
The seller, the buyer, or a combination of both may finish open client work. We recommend agreeing on responsibility for […]
