See around corners before you acquire
Protect client trust, team stability, and operational value with a clear readiness diagnosis
The Acquisition Readiness Assessment is designed for accountancy firm founders, managing partners, and integration leaders who want to safeguard value post-deal.
In 5-minutes, answer 25 practical questions and get a maturity-based score across five essential pillars. Discover where you may be exposed, what is happening beneath the surface, and your next steps to protect retention and operational stability.
According to recent industry studies, over 70% of failed acquisitions are due to poor transition planning, not the deal itself.
Take the assessment for instant, confidential, and actionable insights.
What You'll Be Scored On
Client Trust and Communication
Evaluate how effectively you maintain client confidence and communicate through the transition process.
Transition Model and Leadership Clarity
Assess the clarity and strength of your transition leadership and how well roles and responsibilities are defined.
Data and Systems Convergence
Gauge the readiness of your data, technology, and systems to integrate seamlessly and support operations.
Process and Operating Model Alignment
Measure how well your processes and operating models align to reduce friction and maintain efficiency.
90-Day Retention and Integration Control
Review your ability to retain clients and control integration milestones within the critical first 90 days after acquisition.
