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6min chapter
From Compliance to Consulting: A CPA's Journey into M&A and Business Valuation
The Accounting Podcast
Business Evaluation, Tax Work, and Client Engagement
This chapter delves into the speaker's role as director of business evaluation and advisory services, covering areas like purchase price allocation, tax work for trust and estate planning, and engaging with small to medium-sized privately held businesses for services like M&A consultations. The importance of early client engagement, transition planning approach, workload variability in M&A and business valuation, and managing work hours and mental health are discussed.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode