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
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