
How to successfully outsource your marketing: https://socialclubstudios.com/yt-lib
In this video, I walk you through the entire process — from identifying a CPA firm worth buying, to negotiating terms, funding the deal, and scaling the business post-acquisition. Whether you’re looking to skip the startup grind or you’re a seasoned accountant ready to grow through acquisition, this video breaks it all down step by step.
✅ Learn how to evaluate a firm beyond the P&L
✅ Understand the difference between seller-financing, SBA loans, and cash deals
✅ Know what questions to ask during due diligence
✅ Avoid common pitfalls in small firm acquisitions
✅ Get practical insight on how to integrate and retain clients post-close
This isn’t theory. It’s based on real-world deals and what’s working right now for buyers of bookkeeping, tax, and accounting practices.
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Newsletter: https://socialclubstudios.com/newsletter
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