Guides

In-depth guides for practice owners

No jargon, no sales pitch — practical, detailed advice with worked examples: what your practice is worth, how to sell it, the tax, succession, and how to free up your team. Written by the people who buy and run practices.

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How to sell your accountancy practice: the complete guide

Everything in order — valuation, timing, broker vs direct, due diligence, heads of terms, earn-outs, tax, and protecting your clients and staff. The one page that ties it all together.

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Valuation

How Much Is My Accountancy Practice Worth? A UK Valuation Guide

How UK accountancy practices are valued — the recurring-fee multiple by quality tier, a full worked example, how deal structure affects the number, and the adjustments buyers make.

11 min read
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Selling

Selling Your Accountancy Practice: Broker vs Direct Buyer

Broker vs direct sale for your accountancy practice — a side-by-side on fees, speed, confidentiality and control, plus the questions to ask any buyer before you engage.

9 min read
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Tax

Tax When You Sell Your Accountancy Practice: What Owners Overlook

The tax decisions that determine your net proceeds when you sell your own accountancy practice — asset vs share sale, Business Asset Disposal Relief, and how deferred consideration and earn-outs are taxed.

11 min read
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Selling

When Is the Right Time to Sell Your Accountancy Practice?

The signals it's time to sell your accountancy practice, the real cost of waiting too long, and how to use a 12–18 month runway to exit from strength.

8 min read
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Selling

What to Expect From Due Diligence When Selling Your Practice

A full due-diligence checklist for selling a UK accountancy practice — the documents a buyer reviews, what each reveals, the red flags, and how to prepare a simple data room.

10 min read
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Selling

Heads of Terms Explained: Selling an Accountancy Practice

What heads of terms cover when selling an accountancy practice — a clause-by-clause guide to price, structure, timeline, exclusivity and what's actually binding.

9 min read
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Selling

Earn-Outs and Deferred Consideration When Selling a Practice

How earn-outs and deferred consideration work when selling an accountancy practice — why buyers use them, a worked retention example, how to protect yourself, and the tax.

9 min read
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Succession

Succession Planning for Accountancy Practice Owners

A practical guide to succession for UK accountancy practice owners — internal buyout, merger and external sale compared, funding and timelines, and protecting clients and staff.

10 min read
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Succession

Management Buyout vs External Sale: Which Is Right for You?

Management buyout vs external sale for your accountancy practice — funding mechanics, certainty, price, tax and a side-by-side comparison, plus how hybrid deals work.

9 min read
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Valuation

7 Ways to Increase the Value of Your Accountancy Practice Before You Sell

Seven practical ways to increase the value of a UK accountancy practice before a sale — with the impact of each and a worked before-and-after example.

10 min read
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Valuation

What Reduces the Value of an Accountancy Practice?

The factors that quietly reduce the value of a UK accountancy practice — owner dependency, concentration, under-pricing, weak recurring income and messy systems — with the fix for each.

8 min read
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Growth

Moving From Compliance to Advisory: A Practical Guide for Practice Owners

How UK accountancy firms move clients from compliance to advisory without burning out the team — the capacity maths, a first-90-days plan, and where to start.

9 min read
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Growth

Pricing and Packaging Advisory Services in Your Firm

How to price and package advisory services in an accountancy firm — moving off the hour, three-tier packages with example pricing, and building recurring advisory retainers.

9 min read
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Operations

Outsourcing Your Practice's Back Office: What Every Owner Should Know

A practical guide to outsourcing bookkeeping and compliance for UK accountancy practices — what to outsource in order, quality controls, the capacity maths, and a transition plan.

9 min read
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Operations

The KPIs Every Accountancy Firm Owner Should Track

The handful of KPIs that tell you whether your accountancy firm is really working — with what each means, how to calculate it, and a sensible target for each.

9 min read
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