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    Due Diligence

    Overview Chapter 10, Due Diligence, includes a PDF chapter and related tools. The chapter page includes tools that can be used for buyers or sellers when considering an exchange: a Due Diligence Checklist and...
    Published on January 03, 2013

    Due Diligence Checklist

    Checklist This comprehensive worksheet created by Transition Advisors walks you through all the areas to be covered when performing due diligence. It incorporates financial data, retirement and other withdrawal obligations, detailed owner and employee census and information on client services and industry concentrations
    Published on September 09, 2012

    Personal Practice Development Due Diligence

    Practice Aid Start planning your personal marketing, sales, and business development success with this self-paced workbook.
    Published on June 03, 2013

    Sample Proposal Overview

    Sample Letter Use this example to get you started on your own proposal by including all of your discovery and due diligence. The better you become at understanding the prospect’s issues, the more you can include in the proposal. It can become a powerful document to enhance your selling efforts...
    Published on December 23, 2011

    Map Your Plan

    Overview ...development as you create a plan, establish expectations and create a roadmap for where you’re going. With roadmaps to expand beyond traditional services, your marketing and sales due diligence starts here
    Published on June 03, 2013

    Merger Negotiation Points and Documents

    Guidance ...in and look at specific backup information to ensure the deal you are putting together is based on approximate fact. This document details items to be reviewed in due diligence and in some cases
    Published on September 09, 2012

    Quick Start Guide

    Overview The Succession Planning Quick Start Guide webpage includes a PDF chapter Practice Summary Sheet. The Practice Summary Sheet that can be used for buyers or sellers when considering a sale, merger, or other plan of succession.
    Published on February 20, 2013

    PCPS Audio Webcasts Registrations

    Overview If you are new to PCPS or are interested in what PCPS membership has to offer, don't miss these new informative quarterly audio webcasts covering access to and navigation of the web site, and assistance with benefits, tools and resources available to PCPS members.
    Published on February 28, 2014

    Firm Spotlight - Decosimo CPAs

    Member Profile The firm spotlight in the September issue of the PCPS News & Views e-newsletter highlights Decosimo CPAs. Decosimo explains how the PCPS toolkits provide reliable information on new standards. Decosimo also discusses their involvement and niche in Major League Baseball acquisitions.
    Published on September 17, 2013

    What is the Value of Your Firm

    Overview Chapter 9, What is the Value of Your Firm, includes a PDF chapter, along with a video and tools. The chapter page includes articles providing a deeper dive into paying for partner retirements, two stage deals and how billing rates and profitability affect a firm’s worth.
    Published on March 06, 2013

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