Hello,
I am trying to partner with a professional who is interested in buying another firm with me and I want to understand how to evaluate the acquisition costs and benefits as well as the existing clients that I have that will be my partner's clients. I want to make sure that it is a fair and profitable deal for both of us.

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As a tax lawyer / professional myself I have to say… if you don’t have an idea of how to evaluate this yourself at a high level then you shouldn’t be buying a tax firm.

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Ok well… not sure what kind of advice you’re asking for but you will want to talk to an accountant or lawyer who specializes in M&A. Hence my response.

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OP - don’t let anyone discourage you. The best time to take risks is when you have little to none to lose!!

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Thank you!

What kind of firm?

Tax

Accounting/tax

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