Ch. 4 - Selling Your Firm

In this chapter, we discuss what you should consider if you are planning to sell your practice to another firm rather than transitioning it internally or merging it in with another firm. In other words, when we use the terms “sale” or “selling,” we are assuming that the owner(s) of the selling firm will not become owner(s) in the successor firm and will not stay on indefinitely or long term once the transfer agreement is executed.

Learning Content
  • Final Note on Selling Your Practice

Learning

Selling Your Firm

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Tools

Checklist for Practice Sale

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Compatibility of the Practices

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Non-Disclosure Agreement

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Practice Summary

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Sample Letter Agreement for the Sale of a Practice

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Staff Information

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Transfer of an Accounting Practice Checklist

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