Latest / Transforming: Tales of Business Evolution
M&A best practices: Insights from a small and large firm perspective
The AICPA's Private Companies Practice Section Succession Planning Survey finds that 44% of solo and sole practitioners plan to retire soon. David Shealy, CPA, Founder of the Shealy Group, was approaching retirement age and set out to find an exit plan. Brandon Miller, CPA, President & CEO of HW&Co, was actively seeking growth through smart acquisitions. Listen to this episode of the Small Firm Philosophy podcast as David shares how he prepared his firm for an exit and what Brandon and HW&Co consider when acquiring a practice.
PCPS resources mentioned in this episode:
Succession Planning…
The skinny
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