Buying An Accounting Practice Checklist May 2026

Before looking at listings, define your "Ideal Firm Profile" to avoid mismatched acquisitions that lead to high client churn.

This checklist breaks down the acquisition process into four critical phases: initial strategy, deep due diligence, valuation, and post-close transition. 1. Pre-Acquisition Strategy buying an accounting practice checklist

: Are you seeking geographic expansion, a specific niche (e.g., dental or healthcare), or specialized service lines like tax advisory? Before looking at listings, define your "Ideal Firm