Mergers and Acquisitions with Matt and Randy Crabtree
Thinking about selling your firm someday, or wondering what's driving all the private equity deals in professional services? Sarah, Lynda, and Steve sit down with Randy Crabtree, CPA, co-founder and partner of Tri-Merit Specialty Tax Professionals and his son Matt Crabtree of Breakaway Advising for a candid, father-and-son look at the M&A world. Matt brings the advisor's perspective, and Randy shares what it's really like to go through a transaction after pivoting from the specialty tax firm he founded 20 years ago.
They talk about why due diligence has gotten so much tougher since COVID, the…
The skinny
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