I Sold My Accounting Firm: A Panel Discussion on the Process and Lessons
Selling a firm is more than a transaction. It is a test of timing, structure, and self-awareness. In this M&A...
How to Finance Accounting Firm Acquisitions: SBA Insights from Sarah Sharp and Shannon Hay
Featuring: Sarah Sharp, Partner at SK&S Law & Founder of Deal Academy Shannon Hay, Senior VP at United Midwest Savings...
Questions Every Firm Leader Should Ask Before Taking Private Equity: Jennifer Wilson’s Guide
Key Takeaways Not every accounting firm needs to sell or merge to grow. Private equity (PE) offers capital but comes...
The First 100 Days After an Acquisition – Ashley Rhoden’s Integration Framework
Key Takeaways The first 100 days after an acquisition are the make-or-break period that determines long-term success. Integration starts during...
How Tailor Hartman Took His Accounting Firm to $200K in Year 1
Podcast If you are searching for how to grow an accounting firm, Tailor Hartman’s story offers a practical blueprint. He...
Firm as a Service: How Dark Horse is Transforming the Accounting Firm Model
Podcast Firm as a Service (FaaS) is a model that gives accountants the entire infrastructure of a firm technology, staffing,...
