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Firm Name

Location

Contact Information

Contact Name

Contact Position

Correspondence Address

Mobile Number

Email Address

Partners

Name

Age

Qualifications

Specialisms

Equity Share

Client Information

Turnover

Profit

Number of clients

Average Fee

Smallest Fee

Largest Fee

Is it important that the person who buys your practice is located within a specific radius of your firm?

Is there are any specialisms that are required to service the clients?

Yes

What they specialise in?

Office Details

Location

Are the offices leased or owned?

If owned, details of ownership

If Leased:

How long is the lease/Any break clause?

What is the total cost P.A?

How many square feet?

How many more staff could be accommodate?

Day to Day Running

What software does the practice use for:

Audit/Accounts

Tax

Other (Specify)

Average partner charge-out rates

Average work in progress

Average debtors

Status

Available

In Meetings

Under Offer

Sold

Staff

Full Time:

Job Title

Age

Length of Service

Qualifications

Salary

Charge out Rate

Part Time:

Job Title

Age

Length of Service

Qualifications

Salary

Charge out Rate

Subcontractors:

Job Description

Hours Worked

Rate per Hour

Charge out Rate

Consultants:

Job Description

Hours Worked

Rate per Hour

Charge out Rate

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Contact Information

General Information

Partners

Client Information

Office Details

If Leased:

Day to Day Running

What software does the practice use for:

Staff

Full Time:

Part Time:

Subcontractors:

Consultants: