Chartered Accountant Practice - Preparing the Practice for Sale

As a Chartered Accountant, you have spent years building your practice, cultivating relationships with clients, and providing expert financial advice. Now, you may be considering selling your practice and transitioning to a new phase of your career. But before you can sell your practice, you need to ensure that it's in the best possible shape for prospective buyers. This includes evaluating your financials, developing a succession plan, diversifying your client base, documenting your processes, assessing your staff, and determining your practice's value.

The Covisory team will provide you with practical tips and expert advice on how to prepare your practice for sale, so you can get the best price and ensure a smooth transition for your clients and staff. Whether you're planning to retire or pursue a new venture, preparing your Chartered Accountants Practice for sale is an essential step in achieving your goals.