First Consultation is FREE

Buying and Selling Accountancy Practices

David Balog has over 25 years' experience in buying and selling of accountancy practices whether CPA or Chartered. We have a long history of working collaboratively with many accounting firms both small and large. David has also travelled Australia-wide, lecturing and advising on the benefits and pitfalls associated with the sale and purchase of accountancy practices.
We can assist you in all aspects of the sale or purchase including:

  • Advising on preparation of the practice for review by potential buyers;
  • Preparation of a deed of confidentiality and non-disclosure;
  • Drafting Heads of Agreement document;
  • Preparation of sale contracts;
  • Account exchange of contracts through to settlement of the sale;
  • Acting on any discharge of mortgage or new finance arrangements;
  • Acting on the sale or purchase of partnership in whole or in part, as well as sale and purchase of fees; and
  • Advising on employee entitlements, employment agreements, lease of premises and office equipment, options, and sale of land