The Accounting Podcast cover image

From Compliance to Consulting: A CPA's Journey into M&A and Business Valuation

The Accounting Podcast

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app