Insights

Practical guidance for accounting practice owners.

Perspectives on buying, selling, readiness, benchmarking, valuation and practice management.

Guidance informed by specialist advisory and transaction experience.

Featured insight · Valuation

How Do You Value Small Practices?

Valuation methods, financial performance, client relationships, cash flow, staff productivity, debtors and market comparisons.

Louis Bruwer · Originally published November 2023

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Selling

August 2024

Using a Business Broker with Expertise in Accounting Firm Sales

Industry knowledge, buyer networks, confidentiality, negotiation and specialist transaction support.

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Sale agreements

July 2024

Custom Sale Agreement When Selling an Accounting Firm

Warranties, restraints, personal goodwill, payment terms and the need for a tailored agreement.

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Transition

June 2024

Ensuring a Smooth Transition in Accounting Firm Sales

Client communication, employee retention, knowledge transfer and post-sale support.

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Transactions

May 2024

Deal Structure of Small Practice Sales

Payment structures, seller finance, restraints, adjustments, liabilities and revenue continuity.

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Buying & Selling

April 2024

Due Diligence in Accounting Firm Sales

A detailed checklist covering financials, clients, work in progress, staff and compliance.

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Selling

March 2024

Common Challenges and Pitfalls in Accounting Firm Sales

Negotiation, client retention, personal goodwill, key staff, warranties and due diligence.

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Preparation

December 2023

Maximizing the Value of Your Accounting Firm Sale

Client loyalty, operations, technology, financial quality and reducing owner dependence.

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Valuation

November 2023

How Do You Value Small Practices?

Valuation methods, financial performance, client relationships, cash flow, staff productivity, debtors and market comparisons.

Read article

Selling

October 2023

Key Considerations for Selling Your Accounting Firm

An overview of the decisions and risks across the full accounting-practice sale process.

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Market

2023

Market Dynamics and Trends in Accounting Firm Sales in South Africa

Buyer demand, consolidation, technology, succession and changing expectations in the South African market.

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Collection

Selling an Accounting Firm

A ten-part SAICA series covering market context, valuation, preparation, due diligence, deal structure, agreements and transition.

10 articles · Louis Bruwer

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