What's your end game? A panel on building, buying, or selling your accounting practice

In this video, three industry experts share their insights on an important decision faced by every accounting and bookkeeping practice owner: whether to grow organically, expand through acquisitions, or prepare for a sale.

Watch to hear from:

Chad Davis (LiveCA & AutomationTown.io), who discusses strategies for sustainable organic growth
Emily Cheshire (Aprio), who provides insight into the nuances of growing through acquisitions and preparing your practice for sale
Pedro Noyola (Balanced Business Group), who outlines how acquisitions can drive expansion


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00:00 What’s Your End Game? A Panel on Building for the Future, Buying to Grow, or Selling Your Accounting Practice
01:09 Meet the panelists
04:04 Why has the discussion around growing/acquiring/selling accounting practices become so prevalent recently?
09:59 Considerations for organic growth
16:08 Considerations for M&A
35:00 Considerations for selling your practice
42:26 Lessons learned
44:01 If you’re considering selling your practice, what could you do to find a buyer?
49:17 What’s one thing that you wish that you knew?


The information provided in our webinars and resources is meant to be general in nature. Please consult a certified expert to get advice for your specific business requirements.