Julie Wilkinson - Selling Your Accounting Firm? Avoid These 3 Costly Mistakes
M&A Diaries
The Firm · The Firm
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Show Notes
Thinking of selling your accounting firm? In this episode of M&A Diaries, host James sits down with acquirer and exit strategist Julie Wilkinson to unpack what really makes a firm attractive to buyers — and why so many leave money on the table. If you're looking to sell, scale, or take investment, this is the blueprint you can't afford to miss.
✅ Why acquirers want an asset, not a job — and how to become one
✅ The truth about revenue multiples vs. EBITDA in sub-£1M deals
✅ 3 hidden traps that quietly destroy your valuation
✅ How to restructure your team for better margins and less stress
✅ Julie’s “Consult for Equity” model that boosts sale price before the deal
✅ The exact reports every buyer will want to see — and how to prep them
Whether you’re planning to sell in 2 years or 10, the groundwork starts now. This conversation will give you the insight — and the urgency — to prepare properly.
#Accounting #MandA #FirmGrowth #BusinessSale
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