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Buying a Book of Clients

What you are really buying, and the diligence that finds out.

  • Find out what is really in a book of clients before you bid.
  • Check contracts, margins and client concentration during your diligence.
  • Plan how you will keep the clients once the seller has left.
Two colleagues study a monitor showing a bar chart with a falling trend line as one points at the screen.

What to Check Before You Bid on a Book of Clients

You've seen the listing: a retiring owner, forty clients, steady MRR, and a price that looks like a steal.

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