Monthly Archives: October 2016

Measuring good client service is vital to any business


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, [...]

Measuring good client service is vital to any business2020-10-08T15:15:56-04:00

Client retention in a firm acquisition


“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 [...]

Client retention in a firm acquisition2020-10-08T15:15:56-04:00

Preparation when selling your firm


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 [...]

Preparation when selling your firm2020-10-08T15:15:56-04:00
Go to Top