: Break down income by type. Monthly recurring advisory fees are worth 3–5x more than one-time tax prep revenue due to their predictability.
: Audit the "tech stack." A firm still relying on local servers and paper files carries significant post-acquisition integration costs. buying an accounting practice checklist
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 : Break down income by type