The resource library
Turn the next step into a working plan
Use printable working checklists to prepare, investigate, close, and operate an accounting practice.
sell · 8 min read
Accounting practice asset purchase agreement checklist
Asset purchase agreement checklist for accounting practices: review scope, cutoff, payments, allocation, disclosures, transition, record custody, and remedies.
buy · 8 min read
Accounting practice buyer due diligence request list
Accounting-practice diligence request list: prioritize financial, client, staff, contract, authority, security, and transition evidence with staged disclosure.
sell · 8 min read
Accounting practice closing-day checklist
Accounting-practice closing-day checklist: verify conditions, signed terms, settlement math, payment instructions, provider access, file custody, and follow-up.
sell · 8 min read
Accounting practice sale data-room index
Accounting-practice sale data-room index: catalog evidence, versions, permissions, review status, client-file transfer, and final transaction record securely.
buy · 8 min read
New practice owner first-year operating plan
First-year operating plan for a new accounting-practice owner: assign services, staffing, seasonal cash, scope reviews, security, debt, investment decisions.
buy · 8 min read
Accounting practice lender document checklist
Accounting-practice lender document checklist: organize borrower forms, financial evidence, equity sources, repayment, valuation, conditions, and loan funding.
sell · 8 min read
Accounting practice LOI term checklist
Accounting-practice LOI term checklist: review scope, consideration, adjustments, financing, confidentiality, exclusivity, seller work, and closing conditions.
sell · 8 min read
Accounting practice 90-day transition plan
Accounting-practice 90-day transition plan: assign service owners, client introductions, staff capacity, seller hours, review milestones, and remaining duties.
sell · 8 min read
Accounting firm pre-sale preparation checklist
Pre-sale preparation checklist for accounting firms: assign evidence, reconcile earnings, map owner work, protect client data, review transition and proceeds.
sell · 8 min read
Accounting firm regulatory and office compliance checklist
Regulatory and office compliance checklist for accounting sales: review firm authority, provider readiness, security, premises, permissions, and ongoing duties.
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