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APA Practice Scorecard

Through our experience of selling countless accounting practices and working with many successful owners over the years, our team has identified several common threads that we believe drive results in small and mid-sized accounting practices. Using our practical experience, we created a tool to help you gain insight on the 12 key mindsets and factors that have helped past owners maximize the values of their firms at closing.

Note: This Scorecard was originally developed for our brokerage firm to help owners assess marketability of their practices. Some questions pertain to practice value. Regardless of your career stage, this tool will help you glean insight into areas for growth.