Opportunity Highlights
Recurring revenue, strong client relationships, experienced staff, advisory upside, clean operational foundation, and a committed seller transition period.
Sample Seller Opportunity Report™
We do not just list your firm. We tell your story.
A professional, anonymized sample showing how we help sellers present their practice in the best possible light while giving buyers useful, organized information.
Confidential sample
Confidential Seller Opportunity Report
Prepared for qualified accounting firm buyers. Sample data only.
This sample is intentionally anonymized and illustrative. The purpose is to show how a detailed report can elevate a seller's story, highlight strengths, frame transition needs, and reduce unnecessary friction for serious buyers.
Sample only: Names, numbers, industries, geography, and facts below are fictionalized for demonstration.
Executive summary
Example firm profile
A well-prepared report helps buyers understand the business behind the tax returns.
$2.4MSample annual revenue
38%Sample adjusted margin
88%Sample recurring revenue
14Sample team members
Company description
Present the firm as an opportunity, not a spreadsheet.
Example Practice is a long-standing accounting, tax, payroll, and advisory firm serving closely held businesses and high-income individuals across a regional market. The firm has built a reputation for responsive service, practical advice, and deep relationships with business owners.
The founder is seeking a thoughtful transition partner who can preserve client relationships, provide growth opportunities for the team, and continue the firm's legacy of personal service.
Why Buyers Care
A richer story helps qualified buyers see both current earnings and future opportunity, which can improve fit, confidence, and deal quality.
Financial presentation
Sample financial snapshot
The report should clarify revenue quality, profitability, and normalized earnings while making it easier for buyers to evaluate the opportunity.
| Category | FY 2023 | FY 2024 | FY 2025 | Notes |
|---|---|---|---|---|
| Tax and compliance | $1,050,000 | $1,120,000 | $1,180,000 | Recurring annual work |
| CAS and advisory | $540,000 | $710,000 | $840,000 | Growing service line |
| Payroll and bookkeeping | $330,000 | $350,000 | $375,000 | Sticky monthly revenue |
| Total revenue | $1,920,000 | $2,180,000 | $2,395,000 | Strong growth trend |
| Adjusted owner benefit | $650,000 | $810,000 | $910,000 | Normalized for owner items |
Report sections
What a complete Seller Opportunity Report™ may include
Firm History and Legacy
The founding story, reputation, milestones, and owner transition goals.
Team and Leadership
Roles, tenure, credentials, capacity, leadership depth, and retention considerations.
Client Base
Industries, recurring relationships, concentration, retention, and client quality.
Services and Revenue
Tax, accounting, payroll, CAS, advisory, niche services, and pricing opportunities.
Technology and Operations
Systems, workflows, security, document management, automation, and process maturity.
Growth Opportunities
Advisory expansion, pricing, niche development, staff leverage, and cross-sell potential.
Financial Overview
Historical financials, normalized earnings, addbacks, trends, and deal considerations.
Transition Plan
Seller involvement, client handoff, employee communication, and integration support.
Data Room Index
Organized due diligence materials to help serious buyers evaluate efficiently.
The benefit
A detailed report can create a better transaction.
When the seller's story is presented professionally, buyers can move past guesswork and focus on fit, value, and transition planning. This can reduce confusion, improve buyer confidence, support stronger conversations, and help the seller feel respected throughout the process.
A great report does not hide issues. It frames the full picture in a way that is organized, fair, and useful.