Value a fee block or a whole practice, structure the deal and see what each side really gets
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Accountancy and bookkeeping practices are usually bought and sold as a multiple of recurring fees, with part of the price held back and adjusted for the clients who actually stay. This workbook builds that picture from the client list up: it analyses the quality of the fee income, values it as an adjusted multiple of recurring fees and as a multiple of normalised profit, then models how the price is paid – upfront, deferred with retention adjustments and clawback, and earn-out. It shows the buyer's funding, cash flow and payback, and the seller's after-tax proceeds under three common structures. Every result is indicative only.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every deal setting: price basis, payment terms, retention, buyer funding, seller tax, and the lists used by the drop-downs. What you do: fill in the yellow cells.
Step 2
One row per client with fees and quality factors. What you do: enter the yellow columns.
Step 3
Key measures and breakdowns of the fees in the sale, plus the top 10 clients. What you do: nothing to enter.
Step 4
Base multiple, eleven quality adjustments and the fees-multiple value. What you do: set the multiples, thresholds, premiums, discounts and three ratings.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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