Trio TaxPractice Acquisition Analyzer

Step 1 of 5

Practice basics

Practice basics

Start with the headline numbers. These anchor everything that follows: pricing relative to revenue, cash flow after costs, and how much of the work depends on the current owner.

Price and revenue
Use the seller's stated asking price and the most recent full year of collected revenue.
$
Example:500,000 — required, nothing is assumed
$
Example:500,000 — required, nothing is assumed
Most recent full year. Your service-category revenue must add up to this figure.
Clients and owner time
Two figures that reveal how concentrated the book is and how much of the value is the owner's own labor.
Optional:blank stays Unknown, never 0

Count unique client relationships, not total returns or service engagements. One client may have an individual return, a business return, payroll, and other services.

$/hr
Example:90/hr — required, nothing is assumed
Client concentration (optional)
Client concentration measures how much of the acquired book's revenue comes from its largest individual client relationships across all services.

These measure unique client relationships, not service categories. The same client may generate revenue from several services; all of that revenue counts toward that one relationship. Leave any of them blank if you do not have the detail — blank stays Unknown and is excluded from scoring rather than treated as 0%.

%
Optional:blank stays Unknown
%
Optional:blank stays Unknown
%
Optional:blank stays Unknown

Any values you provide must satisfy largest client ≤ top 5 ≤ top 10 ≤ 100%.