While not a CPA herself, a clear list of buying criteria led Gretchen Roberts to acquire a 16-person accounting firm. Topics in Gretchen’s interview:
Overcoming mental blocks about leaving a good job
Using her marketing skills for proprietary search
Acquiring an accounting firm without accounting experience
Building rapport and trust with the team
Changing the business’s name
Being comfortable managing a remote team
Balancing business ownership and family
Her plan to recruit accountants through part-time roles
What makes her accounting firm stand out
Buying based on revenue instead of SDE
References and how to contact Gretchen:
LinkedIn
Red Bike Advisors
Robert Kiyosaki's Cashflow Quadrant
The Epic Challenge by Roland Frazier
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