“Buyers look for good quality clients, a well-run practice and a team that continues post-sale because they have existing relationships with the clients.”
Mark Emney · With Interest · Why accounting practices are in demand
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What was described
describe the typical acquisition proposition: buy a practice with a healthy client book, strong human capital and existing processes to enable a smooth transition
Said nearby on the same subject
“So instead of buying a massive automation suite today, map out your entire fulfillment process on a physical whiteboard. Find the friction, smooth out the steps, and only purchase the software when the human volume completely maxes out.”
“Buyers are looking for good quality clients, a well-run practice and a team that continues post-sale because they have existing relationships with the clients.”
“In 2026 financial year, I will say at least 55, 60% of our business were from existing clients or existing client referrals.”
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Tony Xia
The Adviser Podcast Network ·
Why it worked60% of business from existing client referrals in FY 2026Share this moment
“I describe a tool in the book that is called the pony process, which is basically a way for you to add speed bumps in between those four different elements...”