Small fiduciary firm with SME mandates, recurring work and well-documented processes.
Fiduciary office with long-standing SME mandates, recurring work and orderly handover.
A useful first comparison of a tax advisory firm should connect the asking price with operating evidence, contractual rights and a workable transfer. Historic advice can create later claims, while clients and qualified staff may leave with the current partner and critical deadlines cannot pause for the transaction.
Measure recurring compliance fees, advisory projects, recovery rates, partner time, seasonal capacity and client concentration. Separate work already billed from obligations still to be completed.
Check professional qualifications, mandates, powers, conflicts, filing status, advice files, professional cover, data security and any open authority review or liability notice.
Use a deadline-led handover for each client, including authority correspondence, advice assumptions, powers, work in progress and named professional responsibility.
Keep the search broad enough to find adjacent opportunities, then compare the same evidence across each listing. Continue with Fiduciary company or Finance & insurance, or return to all companies for sale.
Measure recurring compliance fees, advisory projects, recovery rates, partner time, seasonal capacity and client concentration. Separate work already billed from obligations still to be completed.
Check professional qualifications, mandates, powers, conflicts, filing status, advice files, professional cover, data security and any open authority review or liability notice.
Historic advice can create later claims, while clients and qualified staff may leave with the current partner and critical deadlines cannot pause for the transaction.
Use a deadline-led handover for each client, including authority correspondence, advice assumptions, powers, work in progress and named professional responsibility.
