Monthly Archives: October 2016


Measuring good client service is vital to any business

Client retention is probably the number one concern of buyers when purchasing a new CPA, Enrolled Agent, Tax or Accounting firm. Client retention is directly related to good client service, which is important all the time, […]

Client retention in a firm acquisition

“Can the seller of a firm guarantee the retention of the clients within the practice being purchased?” My response is: “Can you guarantee the retention of your current client base?”

At this point, the buyer should […]

Preparation when selling your firm

Like the Boy Scout motto says: Be Prepared!
What every firm should have available when presenting their business for sale.
The following is not a comprehensive list but certainly has the major items that prospective buyers will […]

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