Written by Live Oak Bank
The acquisition process generally starts by identifying a target. Conversations and negotiations result in a general deal structure agreed upon by both buyer and seller.
Once you have reached a mutual understanding […]
While accountants are used to the term “full disclosure” in their profession, when it comes to marketing the sale of their accounting firm, confidentiality is necessary. There are many reasons for confidentiality during the sale […]
Have you been thinking of going out on your own and opening your own firm? While many accountants consider starting from scratch, some prefer to purchase an existing practice. For the entrepreneurial accountant going out […]
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, […]