User talk:Lisaw

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For clarification, that 60-70% is after two to three years.

The first tax season you should see 85-90% retention from his client list. The second, about 70%, and the third 60%. Everything the seller can do to help you retain the clients is to his advantage, assuming you have a retention clause.

For example, when I sold my practice 8 years ago, I had the buyer promise to keep the location within 2 miles of my old location (indeed, for three years she kept it in the same location). She also switched over to my Broker-Dealer (we both did investments). She also kept my staff on so that the clients saw the same faces. I also worked for her for one tax season so the clients would see me around.


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