Considering an acquisition to grow your accounting firm?

Acquisition is one of the fastest ways for accountants, tax preparers, and bookkeepers to scale, but the landscape is changing. Whether this is your first purchase or your next strategic move, understanding current market conditions is essential, especially if your firm operates in a rural area.

0:00 Introduction to Accounting Firm Acquisitions and Valuation

3:42 Understanding Firm Value vs Market Willingness to Pay

8:15 Increasing Your Accounting Firm Value: Recurring Revenue and Technology

12:30 Calculating Equity and Leveraging Your Firm for Expansion

16:45 SBA 7A Lending Program for Accounting Firm Acquisitions

21:20 Recent SBA Rule Changes: Seller Ownership Retention Benefits

22:34 New SBA Rules: Seller Retention & Succession Planning

In this episode, Shannon Hay of United Midwest Savings Bank breaks down what growth-minded firm owners need to know before pursuing an acquisition and how to navigate the financial and operational steps with confidence.

You’ll learn:

✔️ How to determine what the market is willing to pay

✔️ What buyers and lenders look for in firm value

✔️ The lending essentials every firm owner should understand

If you’re exploring firm expansion through acquisition, this episode gives you the insights to make informed, profitable decisions.

Check out Shannon Hay and United Midwest Savings Bank: https://www.umwsb.com

If you want to double your income while working fewer hours, then Get Paid What You’re Worth is a free resource for accounting professionals. Download the 43-page e-book at: https://businesssuccesssolution.com/worth

Subscribe to the Accounting Firm Growth Strategies Podcast: https://podcasters.spotify.com/pod/show/loren-fogelman2