Due Diligence Phases in an Accounting Practice Sale

Due Diligence in an accounting practice sale always varies from buyer to buyer, but I’ve talked with buyers who like to start the purchase process something like this:  “Hello, my name is Tom.  It’s very nice to meet you, can I please see your top 10 client files and your tax returns from the last […]

What is the Value of an Accounting Practice?

Included with permission, the following is an excerpt from Selling A Practice by Roy Braatz. Roy Braatz is a very good friend of mine…and we happen to work together which has been a great privilege and a whole lot of fun.  He has more than 15 years experience in the field of mergers and acquisitions and […]

Making Your Meetings More Valuable to Your Clients

Time is money. And since meetings require your time—and cost your clients money—being intentional about scheduling and conducting meetings will make you far more valuable to your clients and improve your profit. All meetings should have a purpose, and in our business, that purpose should always be to help the client. Establish—for yourself and your […]