Are you a CPA? YesNo
Other Professional Designations
Years as Owner
Number of Owners
Total Employees
Full Time Employees
Part Time Employees
Seasonal Employees
Number of CPA Employees
Number of EA Employees
When do you plan to sell your practice?
Will you be selling the entire practice? YesNo
Will staff stay after sale? YesNoUnsure
Do staff have non-compete agreements? YesNo
Will you be available for transition support? YesNo
Would you consider seller financing? YesNoUnsure
Would you consider revenue guarantees? YesNoUnsure
Would you consider a buyer who operates virtually? YesNoUnsure
Has the practice been offered for sale in the past two years? YesNo
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