Buying: An Accounting Practice Checklist

: Verify active licenses in all operating jurisdictions and review history for professional liability claims or ongoing HR disputes. 3. Valuation & Deal Structure Is Buying an Accounting Practice Right for You? | AICPA

Before looking at listings, define your "Ideal Firm Profile" to avoid mismatched acquisitions that lead to high client churn. buying an accounting practice checklist

: Secure pre-approval. Expect down payments of 10–20%, with the remainder often covered by bank loans or seller notes. 2. Deep Due Diligence : Verify active licenses in all operating jurisdictions