PE firms don’t just evaluate how much your firm earns—they assess how predictably it can grow, scale, and generate returns. This checklist covers the 9 criteria investors actually look for, from revenue quality to security posture. Make your way through it and have a clear picture of where your firm is strong, where it’s exposed, and what to fix first.
Inside, you’ll find:
- 9 criteria PE firms use to evaluate accounting firms
- Deal makers and deal breakers for each category
- A clear view of where your firm is strong — and where it’s exposed
- A starting point for firms pursuing PE, M&A, or simply running a tighter operation