Professional Practices
Professional service firms, including law firms, CPA firms, and consultants, are valued based on client relationships, intellectual capital, and recurring revenue streams.
Key Valuation Considerations
- Recurring Revenue & Client Retention: Evaluating long-term contracts and client renewal rates.
- Partnership Agreements & Succession Planning: Impact of ownership transitions on valuation.
- Regulatory & Licensing Requirements: Compliance factors affecting professional firms.
- Reputation & Brand Equity: The role of market recognition and trust.
- Employee Retention & Talent Acquisition: Key personnel’s effect on business continuity.
Industries We Serve
- Certified Public Accounting (CPA) Firms
- Law Firms & Legal Practices
- Financial Advisory & Wealth Management Firms
- Actuarial & Risk Management Services
- Business & Management Consulting Firms
- Architecture & Engineering Firms
- Marketing & Public Relations Agencies

