
Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay
Quantum Growth for Financial Advisors
00:00
Intro
This chapter features discussions with two experts in succession planning and acquisitions within the CPA field. They emphasize the critical importance of strategic planning for accounting firms, addressing both financing for growth and the roles they play in facilitating transactions between buyers and sellers.
Transcript
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