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: Firms generating at least $500k in revenue attract broad interest; those over $2M are often targets for private equity consolidation.

: Ensure no single client represents more than 5% of total revenue. A 90%+ annual retention rate over three years is the industry benchmark for healthy firms. buying an accounting practice checklist

: Break down income by type. Monthly recurring advisory fees are worth 3–5x more than one-time tax prep revenue due to their predictability. : Firms generating at least $500k in revenue