Beyond the Purchase: The Make-or-Break Integration Phase of Firm Acquisitions

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/9b/b9/8b/9bb98b99-c682-d730-5458-06a94797a21f/mza_11572155161298291999.jpg/600x600bb.jpg

Earmark Podcast | Earn Free Accounting CPE

Blake Oliver, CPA

109 episodes

1 week ago

This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.

All content for Earmark Podcast | Earn Free Accounting CPE is the property of Blake Oliver, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Beyond the Purchase: The Make-or-Break Integration Phase of Firm Acquisitions

Earmark Podcast | Earn Free Accounting CPE

48 minutes

6 months ago

Beyond the Purchase: The Make-or-Break Integration Phase of Firm Acquisitions

What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Drawing from their hard-won experiences—both successful and unsuccessful—they walk through how to develop a comprehensive 100-day integration plan that begins during due diligence. You'll learn why keeping key employees is the difference between retaining and losing clients, how to effectively communicate changes to minimize disruption, and when to choose between a full roll-up versus platform approach. Whether you're considering an acquisition or have one in progress, this practical roadmap helps you navigate the complexities of merging firms.

Chapters

(00:51) - Meet the Guests: Michael and Ashley
(02:41) - Michael's Integration Experiences
(07:16) - Ashley's Integration Insights
(09:39) - The Importance of Due Diligence
(17:49) - Managing Change and Communication
(20:47) - Employee Integration Strategies
(23:33) - Key Employees and Leadership Buy-In
(24:52) - HR and Payroll Integration
(26:18) - Communication Plans and Financial Operations
(29:30) - Access to Financial Systems and IT Considerations
(34:37) - Communication Strategies
(37:54) - Seller Involvement Post-Acquisition
(41:33) - Integration Approaches: Full Rollup vs. Platform
(47:10) - Conclusion and Final Thoughts

Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com
https://earmark.app/

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guests:

Michael Ly

LinkedIn: https://www.linkedin.com/in/michaelly/
Website: https://www.reconciled.com/

Ashley Rhoden

LinkedIn: https://www.linkedin.com/in/ashleyrhodenmba/
Website: https://highrock.co

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/