Accounting Practice Checklist — Buying An

: 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

: Decide if you require a local brick-and-mortar presence or if you are open to a remote-first practice with lower overhead. buying an accounting practice checklist

: Ensure no single client represents more than 5% of total revenue. A 90%+ annual retention rate over three years is the industry benchmark for healthy firms. : Verify active licenses in all operating jurisdictions

: 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