Firm Eligibility and Ability
• Are we are eligible and have the necessary resources (partner, staff, and knowledge) and expertise and in accordance with prospective client’s timeframe?
• Evaluate the risks to the firm of accepting the engagement:
o the financial needs of the entity and its ability to meet those needs in the future
o the size of the client
o the size of the client and relation to the size of the office
o the need to use the work of experts