Please select an answer by clicking a response box. Click "Unsure" if the issue needs further consideration or further action.
1. Are all partners aligned and motivated to grow your practice?
Yes
No
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2. Can you attract and retain staff with the necessary expertise to support your practice growth objectives?
Yes
No
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3. Is your practice using up-to-date technology and/or offshoring to maximise productivity?
Yes
No
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4. Does your practice fee revenue mix meet or exceed the industry benchmark?
Yes
No
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5. Have you established relationship and product trust with your clients to allow you to grow business advisory and financial services?
Yes
No
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6. Does your practice use specialist services to attract new 'ideal' clients? (e.g. tax planning, family office, CFO/BOA, industry specialisation)
Yes
No
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7. Have you identified and implemented ways to minimise high risks to your practice? (e.g. cyber-attacks, data breaches, disputes, partners or staff taking clients)
Yes
No
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8. When your tax and compliance clients adopt cloud accounting, do you implement a growth strategy to convert them to high margin, value-adding services?
Yes
No
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9. Do you leverage your professional staff to deliver 60% - 80% of your billable services?
Yes
No
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10. Will the sale of your interest in the practice be sufficient to fund your next business venture or retirement?
Yes
No
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