Tim Abbott shares his journey from merging his small practice into MJ Vanden Brook in 2012 to becoming the third-generation owner of the 50-year-old firm. He discusses two major acquisitions, including modernizing operations from clipboards to cloud technology, and reveals why keeping previous owners around for 2-3 years led to high client retention rates.

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• (00:00 ) - Introduction and Welcoming Tim Abbott


• (01:08 ) - Tim Abbott's Background and Firm Overview


• (02:50 ) - Team Structure and Work Environment


• (04:12 ) - Personal Life and Family


• (05:22 ) - Best Advice Received


• (06:48 ) - Journey to Business Ownership


• (08:13 ) - First Acquisition and Modernization Efforts


• (11:34 ) - Second Acquisition and Transition Challenges


• (18:49 ) - Client Transition and Relationship Management


• (20:49 ) - Lessons from Recent Acquisitions


• (22:15 ) - Challenges with Referral Sources


• (24:31 ) - Surprises Post-Acquisition


• (28:55 ) - Evaluating Buy vs. Build


• (33:51 ) - Current Goals and Initiatives


• (41:48 ) - Importance of Peer Relationships


• (45:53 ) - Looking Ahead: Future Plans


• (48:05 ) - Conclusion and Contact Information