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Sales Strategies and M&A
Episode 32

Sales Strategies and M&A

The Unique CPA

January 12, 202135m 8s

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Show Notes

Randy talks to Bob Lewis, who was recently named one of Accounting Today's Top 100 Most Influential People in Accounting, about how CPA firms must position themselves to adapt to changes—especially as Covid rages on. Bob gives his insights into the best ways to develop prospects and referral sources, cross-selling strategies, the importance of a market niche, and the best ways for firms to position themselves through mergers and acquisitions.

Get the full show notes and more resources at TheUniqueCPA.com