Mergers & Aggravations

Hello and welcome back to the land of the living to all our CPA firm cousins!

Today’s Corner Talk is about surviving, thriving, and deciding your way through the M&A feeding frenzy currently going on in the world of Accounting & Consulting. Last month I was invited to speak to the members fo the CPA Learning Institute about the lessons I learned while a CMO at one of the industries most acquisitive firms. I hope that you find it helpful.

There are ten tips to turn the tide in your favor in the presentation but let me share a sample of that M&A wisdom that was told to me by someone who’d know”

“Once you sell your firm it ain’t yours, anymore. Your legacy is no longer that firm but rather the deal that you made for that firm and the opportunities that you, thereby, created for those that come after you.”

Click below to watch the video and let me know how I can help.

As always, reach out to me with any questions or feedback.

Talk soon & be well,

Bruce & Lefty