$165 incl. GST
Purchasers do not make serious offers from a profit and loss statement. This twelve-section Excel workbook sets out the information a buyer needs to properly assess an accounting practice — prepared once, before you go to market.
Delivered as an editable file immediately on purchase, and unbranded, so your completed document goes out as your own.
What's inside
An Excel workbook built from the questions purchasers actually raise, in the order they raise them. Work through it once and you have the document a buyer needs to make a considered offer.
01
Structure, history, ownership and the shape of the firm being offered.
02
Lease terms, condition and whether the space transfers with the practice.
03
The work performed and the software it runs on — a first-order question for any buyer.
04
Where the revenue comes from and how it has moved, presented so it can be tested.
05
Who the clients are and how they are billed, including recurring versus one-off work.
06
The distribution of fees across the client base — often the single most revealing table in the document.
07
Concentration laid out plainly, so a buyer can price the risk rather than guess at it.
08
Collections, work in progress and debtor position — where deals commonly come unstuck.
09
Roles, tenure and entitlements, and who the practice depends on to keep running.
10
What is included in the sale, what is leased, and what stays behind.
11
Registrations, obligations and exposures a purchaser will want addressed before signing.
12
Terms sought, timing, and the handover — the section that shapes the offer you receive.
Why it matters
Preparation decides how a sale runs. Incomplete information is the most common reason negotiations stall, and the most common reason a buyer discounts.
Who it's for
Prepare it before you go to market. Accuracy matters more than polish — nothing stalls a negotiation faster than a figure that has to be corrected. Completing it also tells you what you do not currently have to hand, which is worth knowing early.
If a vendor has given you nothing beyond financials, send this across. It sets out the information you are entitled to consider, and gives the seller a clear structure to work to rather than an open-ended request.
This template is included in the complete DIY toolkit, alongside the confidentiality agreement, offer template, due diligence checklist, client and staff communication guide, and Michelle Knights' full recorded briefing on the sale process.
Before you buy
The workbook is sent by email immediately after purchase, as an editable Excel file. The download link does not expire, so you can return to it as your preparation progresses.
Licensed to the purchasing individual or firm for use in their own transaction. The data sheets carry no Rob Knights branding, so your completed document goes out as your own. It may not be resold or shared as a blank template. Group licensing — broking@robknightsbroking.com.au
If you are weighing up whether to sell independently or have the process managed, get in touch at broking@robknightsbroking.com.au or call (02) 9233 4333.
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