September PCPS Rotating Tool Kit - Transfer of an Accounting Practice Checklist

Description Use this checklist to evaluate firms who may be likely candidates to buy or merge in your practice. The checklist is designed around ten key areas that can make the difference between successful transfers and dismal failures.

 

This Transfer of an Accounting Practice Checklist is an example of the turnkey tools and solutions PCPS delivers.  PCPS is an add-on firm membership section within the AICPA.  A PCPS firm membership at only $35 per CPA, up to a max of $700 per firm, is a great investment for the wealth of resources.  Find out if you are already a PCPS member

 

Download Document: tap_checklist.pdf

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