Whether you are buying your first accounting or tax practice or acquiring an additional location, the transaction and transition process can seem daunting. At Live Oak Bank, our accounting and tax lending team works with professionals everyday who are embarking on the path to ownership. We’ve broken down the process in this detailed acquisition guide for accounting and tax professionals.

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accounting and tax acquisition guide

In Live Oak’s Accounting and Tax Acquisition Guide, you will find information on financing, things to consider when buying a practice, tips to help you prepare for ownership and how to plan for future success. Whether you are ready to acquire an accounting or tax practice today or are just starting to explore all the options, this guide will help make your future business successful.

The business plan outline found in the Accounting and Tax Acquisition Guide will help you process decisions regarding ownership and will be useful to reference when day-to-day operations begin. Once decided upon, your business plan should be shared with your lender so your company’s mission, objectives and overall purpose are understood by all parties involved in the loan. In addition to the business plan outline, you will find many other resources in the Guide to help jump start your accounting or tax business.

If you have questions about our Accounting and Tax Acquisition Guide or want more information on how to get started, contact our team! We are here to help and are excited to meet you.

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