INDUSTRY SELLER GUIDE
Sell your professional service firm in Oklahoma City.
A professional firm's value often rests in recurring engagements, team capability and relationships that survive the founder's departure. Accounting, consulting, marketing and other firms need a transition plan suited to their own professional rules and client contracts.
LOOK THROUGH A BUYER’S EYES
What makes your business understandable—and transferable?
A buyer needs to see how the business produces cash, what resources it needs and what changes when you leave. These are the operating details to bring into the conversation.
Recurring retainers or engagements versus one-time projects
Client concentration, retention and revenue by service line
Billable utilization, realization and unbilled work
Owner involvement, staff capacity and normalized compensation
BEFORE YOU GO TO MARKET
Preparation that makes diligence easier.
- Build an anonymized client schedule with tenure, fees and engagement terms.
- Document delivery methods, quality review and account ownership.
- Identify nontransferable software, personal credentials and regulated activities.
- Plan a staged client introduction and confirm consent, confidentiality and professional requirements with counsel.
How does your business compare?
Tell us your asking price, earnings and owner role. We’ll start with your situation—not a generic industry multiple.
Request a confidential review ↗PREPARE YOUR ANSWERS
Questions a serious buyer may ask.
Who maintains client relationships and delivers the core work?
What client consents or professional approvals are required?
How much profit remains after replacing the owner's work?
Support your answers with records and procedures where possible. Keep customer identities and detailed financials out of public listings; disclose them through an appropriate confidentiality process.
AVOID PREVENTABLE SURPRISES
Details that can slow down a sale.
- Assuming every client will remain after a founder exits
- Ignoring work in process or uncollectible receivables
- Treating different regulated professions as interchangeable
If property, leases, permits or professional licenses are involved, identify consent and transfer requirements early. Ownership changes do not automatically transfer every approval.
YOUR BUSINESS. YOUR NEXT MOVE.
Let’s talk about your professional service firm.
Serving Oklahoma City, Yukon, Edmond, Mustang, Moore, Norman and the surrounding Central Oklahoma market.
Call 405-295-0025 ↗