Practice sale analyser

What would a buyer pay for your practice, and what would make it worth more?

Load your client list and answer a few questions about the firm. You get an indicative price, the changes that would add most to it in pounds, and a handover plan timed to when you want to sell. Your browser does the analysis and the list stays on your computer.

Step 1

Your client list

Export it as a CSV file from the software or spreadsheet you keep client records in, or copy the cells and paste them in. The only column it needs is each client's annual fee. Client type, services, the year they joined, year end, who looks after them and the date of their last fee rise all add to the analysis.

Choose or drop a CSV file
Excel users: File → Save As → CSV, or paste the cells instead
Download a blank template
Step 2

About the firm

These cover what a client list cannot show. Every answer changes the result straight away.

You and the team
Fees and money tied up
Paperwork and systems
Your plans

How the analysis works

The price uses the method set out in full on the practice valuation calculator. Recurring fees are multiplied by a starting multiple of 1.00×, which is Practice Group's own working assumption for a general UK practice and which you can change. That multiple moves up or down for five things, each by a stated amount: your hours on client work, the size of the team, the advisory share of fees, how much of the fee base sits with the ten largest clients, and how long clients typically stay. The result is held between 0.40× and 1.60×, and shown as a range of 0.10× either side.

The client list supplies the recurring fee total, the share held by the ten largest clients and, where it has a start year, the typical tenure. Clients marked as one-off are left out of the recurring total. The rest of the analysis counts and adds up what is in the list: fee bands, client types, year ends, who looks after which clients, and when fees were last reviewed.

The changes are priced by making each one to your own figures and running the valuation again. Raising small fees to your minimum assumes every one of those clients accepts. Some will leave instead, and a buyer would usually rather they left before the sale than after it.

What it cannot see

It cannot tell whether your staff will stay, whether your fees match the work involved, what your lease commits a buyer to, or how your clients feel about you. It also cannot see the deal structure, which often matters more than the headline figure. Two offers at the same price are worth very different amounts depending on how much is paid on completion and how much depends on clients staying afterwards. Tax on the sale depends on your own position; HMRC explains Business Asset Disposal Relief on GOV.UK.

Frequently asked questions

Does my client list get sent anywhere?

No. The file is read by your own browser and the analysis is worked out there. Nothing is uploaded. If you ask us to email the result, we receive the totals and percentages shown in the summary, never a client's name or fee.

What columns does my client list need?

Only a fee for each client. Everything else is optional and adds to the analysis: client type, services, the year they joined, their year end, who looks after them, and when their fee last went up. Most client record systems can export these, and the analyser lets you match your column names to them.

Is the price a formal valuation?

No. It is an indicative range using the same method as our practice valuation calculator: a starting multiple of recurring fees that you can change, adjusted for owner hours, team, advisory work, client concentration and client tenure. It is not a formal valuation, not advice and not an offer.

Want the number from an actual buyer?

Practice Group buys practices directly. A confidential call gets you a real indicative range and the reasoning behind it.

Book a confidential call