Before looking at listings, define your "Ideal Firm Profile" to avoid mismatched acquisitions that lead to high client churn.
This checklist breaks down the acquisition process into four critical phases: initial strategy, deep due diligence, valuation, and post-close transition. 1. Pre-Acquisition Strategy buying an accounting practice checklist
: If the current owner is the sole point of contact for major accounts, retention risk skyrockets. Look for firms where staff already manage relationships. Before looking at listings, define your "Ideal Firm