Due Diligence Phases in an Accounting Practice Sale

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 […]

What is the Value of an Accounting Practice?

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 used to work together which was a great privilege and a whole lot of fun.  He has more than 15 years experience in […]

Making Your Meetings More Valuable to Your Clients

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 […]

One Big Happy Family After Closing

One Big Happy Family After Closing My favorite visit to the dentist-a patient’s/business broker’s perspective A couple of months ago I made my somewhat dreaded bi-annual trip to the dentist. (I have become much more consistent with my check-ups as time goes by.)  Anyway, a week before my scheduled visit I got a letter in […]