We’ve structured this course to allow CPA firm owners to scale through acquisition without fail. Every lesson is a value-filled to the core, allowing you to apply these lesson in your business and fulfill your goals.
✅Learn from an experienced CPA Firm owner who has gone through this process several times
✅Hidden lessons to save money while scaling your business
✅Valuable lessons backed with real-life examples
✅The exact blueprint for successful firm integration and acquisition
This course is curated with a single goal in mind - To help accounting CPAs grow their firms to 7-8 figures through acquisition. Here’s what this course entails:
UNIT 1
Reasons to Buy an Accounting and Tax Practice
UNIT 2
Why is the ROI so high when you buy an accounting firm?
UNIT 3
How much should one pay for one of these businesses?
UNIT 4
How do we get the money?
UNIT 5
What size should I buy?
UNIT 6
How do we find these sellers?
UNIT 7
Sorting out the Seller
UNIT 8
The Letter of Intent (LOI) and Due Diligence.
UNIT 9
The Offer
UNIT 10
Retaining Staff
UNIT 11
What happens if the clients don’t like you, or worse what if you don’t like them
UNIT 12
Upsell your clients and provide them improved service, more reliable data, lower taxes and more savings!
UNIT 13
On Boarding the new clients
UNIT 14
Let’s Summarize this whole course
This is a High-value Course That’s Worth Every Single Penny.