About this episode
While not a CPA herself, a clear list of buying criteria led Gretchen Roberts to acquire a 16-person accounting firm. Topics in Gretchen’s interview:Overcoming mental blocks about leaving a good jobUsing her marketing skills for proprietary searchAcquiring an accounting firm without accounting experienceBuilding rapport and trust with the teamChanging the business’s nameBeing comfortable managing a remote teamBalancing business ownership and familyHer plan to recruit accountants through part-time rolesWhat makes her accounting firm stand outBuying based on revenue instead of SDEReferences and how to contact Gretchen:LinkedInRed Bike AdvisorsRobert Kiyosaki's Cashflow QuadrantThe Epic Challenge by Roland FrazierChris Williams on Acquiring Minds: System Six: One Year Update | Chris Williams InterviewPatrick Dichter on Acquiring Minds: Shut Out by Industry Brokers, an Entrepreneur Finds a WayPatrick Dichter on Acquiring Minds: How I Achieved 60% Growth in My Bookkeeping Business |Patrick Dichter
Connect with A-players who can run your business remotely:More Staffing Get complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund Team
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