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, [...]
“Can the seller of a firm guarantee the retention of the clients within the practice being purchased?” My response is: “Can you guarantee the retention of your current client base?" At this point, the buyer [...]
Like the Boy Scout motto says: Be Prepared! What every firm should have available when presenting their business for sale. The following is not a comprehensive list but certainly has the major items that prospective [...]