How to Sell Your Accounting Firm

Earmark Podcast | Earn Free Accounting CPE

Το περιεχόμενο παρέχεται από το Earmark LLC, Blake Oliver, and CPA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Earmark LLC, Blake Oliver, and CPA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

10M ago 57:28

MP3•Αρχική οθόνη επεισοδίου

Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just exploring options. Get practical tips from an active buyer on ensuring a smooth exit on your terms.

(Originally recorded on March 26, 2024, on Earmark Webinars+)

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Chapters

(01:34) - The Evolution of Reconciled: A Modern Accounting Firm
(03:48) - Insights on Buying and Selling Accounting Firms
(04:19) - Determining the Right Time to Sell Your Accounting Firm
(09:44) - Maximizing Your Firm's Value Before Selling
(16:53) - Adopting Modern Technology and Billing Models
(23:04) - Understanding Firm Valuation and Buyer Insights
(28:32) - Strategies for Enhancing Firm Valuation
(30:24) - Evaluating Potential Buyers: What to Look For
(32:11) - Client Retention and Revenue Strategies Post-Acquisition
(36:32) - Valuation Insights: Navigating Firm Sales
(41:19) - Optimizing Earn-Out Structures for Sellers
(43:44) - Non-Compete Agreements: Protecting Your Business Post-Sale
(46:11) - Common Mistakes Sellers Make and How to Avoid Them
(50:20) - Tax Optimization Strategies for Selling Your Firm
(54:03) - The Future of Accounting M&A Market
(56:33) - Closing Remarks and Resources for CPE

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Connect with Our Guest, Michael Ly
LinkedIn: https://www.linkedin.com/in/michaelly
Twitter: https://twitter.com/michael_ly_?lang=en

Learn more about Reconciled
Website: https://www.reconciled.com/about

Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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