Free Accounting Practice Valuation

Step 1 of 2

Let’s start with the essentials.

All information is treated as confidential.

Country *State / Province *First name *Last name *Confidential e-mail *AddressCityZip / Postal CodeBusiness phone *Mobile phone

Step 2 of 2

Tell us about your practice.

These details help us form a useful initial market view.

Brief history of firmReason for sellingLicense # & certificationHow many owners are there?What are their ages?Year establishedHow long have you owned this practice?Owner(s) hourly billing rateOwner(s) hours per yearOperating modelGrowth in last three years?Collection/billing guarantee?Use a professional broker?Transition periods considered

1–2 months Through tax season 1–3 years

Other factors affecting valueWhen do you expect to sell?Have you attempted to sell before?If yes, explain what was done Location (1 rural – 5 metro)Profitability (1 low – 5 top 10%)Revenue trendCurb appeal Accounting / bookkeeping / compilations ($)Individual returns ($)Business returns ($)Other returns ($)Audits & reviews ($)Consulting ($)Payroll ($)Other services ($)Total annual revenues ($)Annual cash flow ($)Client over 10% of gross revenue?Office lease assumable?Office rent ($)Office square footage

Helping accountants buy, build and sell exceptional firms.

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Understand the potential value of your practice.

Let’s start with the essentials.

Tell us about your practice.

Ready to discuss your next move?