The five factors setting your number
Every buyer and every broker prices the same five things. Here is how yours read.
Three things owners find out too late
Your EFIN doesn't transfer. A buyer needs their own — and a new EFIN takes 45–90 days. Sales that ignore this stall at the worst possible moment.
Client files can't simply follow the buyer. AICPA rules require consent letters with a 90-day objection window, and IRS §7216 restricts return data separately. Two notices, not one.
Unprepared practices sell on terms, not cash. Sub-$1M practices typically see only 30–50% cash at close — the rest sits in earnouts that claw back when clients leave. Preparation is what converts a deferred, at-risk exit into a cash one.
Want this as a one-page score report?
Your range, your five factor reads, and what each fix is worth — in your inbox.