22min chapter

Make Lemonade cover image

Indie acquisitions, platform risk and life after selling Tweet Hunter for 8-figures

Make Lemonade

CHAPTER

Intro

This chapter examines the strategies of a CEO in establishing a successful advisory firm with insights from a national CPA practice. It focuses on the significance of internal referrals, a give-to-get approach, and systematic planning processes that strengthen relationships among clients, advisors, and CPAs.

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