Free Professional Practice Acquisition LOI Generator (CPA, Insurance, Agency)
For buying a CPA firm, insurance agency, advisory book, or agency client base. Price tied to recurring revenue, with a client retention adjustment. Fill in the terms on the left. Your letter of intent updates on the right. Download it as a Word file when you're done.
What this template covers
- Practice
- Assets
- Purchase price
- Payment
- Retention adjustment
- Client consent
- Staff
- Seller transition
- Office
- Non-solicitation
Paragraphs marked binding, such as confidentiality and exclusivity, are meant to be enforceable. Everything else is non-binding. The example terms are only examples. Replace them with your deal. Use the × next to any term to remove it, or add your own terms at the bottom of the form.
Related generators
- Business Acquisition LOI
- Medical and Dental Practice Acquisition LOI
- Partner Buy-In LOI
- Partner Buyout LOI