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