Find, analyze and secure an acquisition, step by step.
8 min
Opportunities mostly circulate privately and by word of mouth within the profession. AlloFirm centralizes these intentions city by city and alerts you for free as soon as a practice matches your search.
1. Client base: concentration, tenure, attrition rate, sectors.
2. Recurrence and revenue: recurring share, seasonality, at risk engagements.
3. Profitability: real margin after normalizing the owner's compensation.
4. Team: skills, tenure, contracts, dependence on key people.
5. Tools and data: software, paperless workflows, security, privacy.
6. Legal and HR: leases, contracts, potential disputes.
7. Owner dependence: what remains when the owner leaves?
8. Price and financing: consistency of price with profitability and the financing plan.
Financing often combines equity, a bank loan and sometimes seller financing. The deal is secured with a confidentiality agreement (NDA) upfront, then a letter of intent (LOI) that frames price and terms before deep due diligence.
On AlloFirm, matching is free, with no commission. The closing runs through a lawyer trust account between the parties.
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