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Sell Your Business
Full Name
Practice / Firm Name
Email Address
Contact Number
Preferred method of contact
Email
Phone
WhatsApp
How did you hear about us?
Year practice was established
Legal structure
Sole proprietor
Partnership
Company
Inc.
Other
Professional affiliation of the practice
SAICA
SAIPA
SAIBA
CIMA
ACCA
IRBA
Tax Practitioner
Other
Is the practice a franchise or independent?
Franchise
Independent
If franchise, which network?
Brief description of the practice and its history
Reason for selling
Retirement
Emigration
Career change
Health
Consolidation
Other
Province / City
Town / Suburb
Are premises owned or rented?
Owned
Rented
If rented: monthly rental and lease expiry date
Are the premises included in the sale?
Yes
No
Is the practice able to operate remotely / cloud-based?
Yes
No
Partially
Annual turnover (latest financial year)
Turnover trend over last 3 years
Growing
Stable
Declining
Monthly average turnover
Monthly average net profit
Approximate net profit margin (%)
Percentage of income that is recurring/retainer-based vs. ad-hoc
Are management accounts / financials available for the last 3 years?
Yes
No
Any outstanding debt or liabilities attached to the practice?
Yes
No – brief detail
If No - Brief Detail
Total number of active clients
Breakdown by type
Individuals
Sole proprietors
Small businesses
Companies
Trusts
Other
Main industries served
Top client concentration: does any single client exceed 10–15% of turnover?
Yes
No
Average length of client relationships
Estimated client retention / loyalty
High
Medium
Low
Are clients on signed service agreements or engagement letters?
Yes
No
Some
Services offered
Bookkeeping
Monthly accounts
Annual financial statements
Tax (individual)
Tax (corporate)
VAT
Payroll
Audit
Assurance
Secretarial
Advisory
Other
Accounting software usedfered
Xero
Sage
Pastel
QuickBooks
CaseWare
Draftworx
Other
Are systems and processes documented?
Yes
No
Is the client data digitised / cloud-based?
Yes
No
Partially
Total number of staff - Professional
Total number of staff - Bookkeepers
Total number of staff - Admin
Total number of staff - Trainees
Will staff transfer with the sale?
Yes
No
Negotiable
Are there any key staff critical to client relationships?
Yes
No
Is the owner involved in day-to-day client work?
Full-time
Part-time
Minimal
Average owner working hours per week
What is being sold?
Full practice
Client base only
Share/partnership
Premises included
Asking price or price expectation (or "Open to valuation")
Are you open to a handover/transition period?
Yes
No
Preferred handover duration
1 month
3 months
6 months
12 months+
Are you open to vendor finance or an earn-out linked to client retention?
Yes
No
Maybe
Preferred timeframe to conclude the sale
Immediately
1–3 months
3–6 months
6–12 months
Are you willing to sign a restraint of trade?
Yes
No
Is the practice in good standing with its professional body and SARS?
Yes
No
Any pending disciplinary, legal, or SARS matters?
Yes
No – brief detail
If No - Brief Detail
Are you prepared to sign a Non-Disclosure Agreement (NDA) with the broker/buyer?
Yes
No
Additional comments / information you'd like buyers to know
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