SELLER
What’s my practice worth in today’s market?
How do I choose the right buyer for my practice?
Is this the right time to sell, or should I wait?
Should I stay involved post-sale – and for how long?
How do I prepare my practice to achieve maximum value?
What are the tax implications – and how do I minimise them?
How do I protect my clients and staff during the sale?
How do I avoid deal collapses and negotiation pitfalls?
BUYER
What are accounting practices worth today and am I paying too much?
How do I know if this practice will integrate smoothly or become a nightmare?
What’s the true financial health of this firm,beyond what’s shown on paper?
What are the hidden risks and liabilities I need to watch for?
What’s the realistic timeline for a successful acquisition?
MERGER
What’s the difference between a merger and an acquisition, and which is right for me?
How do we structure shared decision-making without constant conflict?
How do we structure the deal fairly for both parties?
How do I know if a merger is the right strategy for my practice?
How do we integrate systems and processes without losing efficiency?
How do we ensure cultural alignment and avoid disasters?
How do we measure merger success beyond financials?
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Disclaimer: Results may vary and testimonials are not claimed to represent typical results. All testimonials are real. These results are meant as a showcase of what the best, most motivated and driven clients have done and should not be taken as average or typical results. Your results will vary and depend on many factors, including but not limited to your background, experience, and work ethic. All business entails risk, as well as massive and consistent effort and action. If you're not willing to accept that, please do not attend.
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What you’ll discover in the guide:
- The key drivers that increase (or destroy) your firm’s value.
- How to structure your exit so clients and staff stay secure.
- The 5 most common mistakes sellers make — and how to avoid them.
- Real-world examples of successful sales and premium valuations.
What you’ll discover in the guide:
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How to uncover off-market opportunities before others do.
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What to look for in valuations, due diligence, and cultural fit.
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7 deal-killing mistakes that cost buyers millions — and how to sidestep them.
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Case studies of firms that grew rapidly through smart acquisitions.
What you’ll discover in the guide:
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When merging makes sense - and when selling/buying is smarter.
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How to find the right partner and structure a true win/win.
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The cultural red flags that sabotage merged firms (and how to spot them early).
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Stories of firms that used mergers to thrive, not just survive.