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[Greatest Hits] Buying an Accounting Firm Without Being a CPA? She Did It.
Episode 81

[Greatest Hits] Buying an Accounting Firm Without Being a CPA? She Did It.

The SMB Deal Hunter Podcast

January 30, 202649m 0s

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Show Notes

Join me as I interview Gretchen Roberts, an entrepreneur who acquired Red Bike Advisors, a remote-first accounting, tax, and advisory firm based in Wilmington, NC.

What makes Gretchen’s story unique? She’s not a CPA and doesn’t come from an accounting background.

Before buying the firm, she worked in marketing at a major public tech company. Now, she owns and operates a professional services business — without ever having prepared a tax return.
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Topics

smb deal hunterentrepreneurshipETAacquisitionbusiness buying