Buying An Accounting Practice Checklist May 2026
: Firms generating at least $500k in revenue attract broad interest; those over $2M are often targets for private equity consolidation.
: Break down income by type. Monthly recurring advisory fees are worth 3–5x more than one-time tax prep revenue due to their predictability. buying an accounting practice checklist
: If the current owner is the sole point of contact for major accounts, retention risk skyrockets. Look for firms where staff already manage relationships. : Firms generating at least $500k in revenue
: 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
