Pivoting from Corporate Career to Acquiring a Tax Accounting Firm

While not a CPA herself, a clear list of buying criteria led Gretchen Roberts to acquire a 16-person accounting firm. 

Topics in Gretchen’s interview:

• Overcoming mental blocks about leaving a good job
• Using her marketing skills for proprietary search
• Acquiring an accounting firm without accounting experience
• Building rapport and trust with the team
• Changing the business’s name
• Being comfortable managing a remote team
• Balancing business ownership and family
• Her plan to recruit accountants through part-time roles
• What makes her accounting firm stand out
• Buying based on revenue instead of SDE

References and how to contact Gretchen:

• LinkedIn
• Red Bike Advisors
• Robert Kiyosaki's Cashflow Quadrant
• The Epic Challenge by Roland Frazier
• Chris Williams on Acquiring Minds: System Six:  One Year Update | Chris Williams Interview
• Patrick Dichter on Acquiring Minds: Shut Out by Industry Brokers, an Entrepreneur Finds a Way
• Patrick Dichter on Acquiring Minds: How I Achieved 60% Growth in My Bookkeeping Business |Patrick Dichter

Connect with A-players who can run your business remotely:

• More Staffing

 Get complimentary due diligence on your acquisition's insurance & benefits program:

• Oberle Risk Strategies - Search Fund Team

Connect with Acquiring Minds:

• See past + future interviews on the YouTube channel
• Connect with host Will Smith on LinkedIn
• Follow Will on Twitter