Transaction Schedule
When buying and selling an accountancy practice, you can expect us to cover the following areas in the accountancy practice sales schedule:-
- Identification of requirement
- Discussion of succession / acquisition options and time scale
- Blocks of fees or complete practice
- Discussion of pricing and prevailing market conditions generally and locally
- Targeted marketing to optimise selection
- Outline of any specific current opportunities
- Introduction of short listed firms to vendor / acquirer / merger party
- Guidance in shortlist selection
- Profile of vendor / acquirer / merger party to short list firms
- Screening of enquiries
- Facilitation of meetings
- Frequent contact with both parties during the period of negotiation
- Preparation of documentation
- Liaison with solicitors
- Out of hours contact
- After sales service
Download Sale, Merger and Acquisition Documents Keywords: buying and selling an accountancy practice, accountancy practice sales