Accounting Firm - Client Risk Assessment

Assess the risk of client loss when selling your accounting firm. Answer 10 key questions to identify potential retention issues and maximize your firm’s value before listing.

Client Retention & Transition Risk Assessment

Evaluate your client retention risk before selling your firm.

Do you have long-term contracts with key clients?

✅ Yes ❌ No

Are most of your clients on retainer-based billing?

✅ Yes ❌ No

Your Retention Risk Score: /10

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