The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals cover image

Episode 114 | Mapping Out An Exit Strategy To Sell Your Firm With Fred Stein

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

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The Stress of Running a Small Tax Firm

Kathleen was the owner of Affirm in Missouri. She inherited her firm from her father, who was a long time tax person. Kathleen is a great tax person, not a good business person administrator. So she asked us to buy it and we did. And she stayed on,. It's not that she wanted to quit. She just couldn't handle what she was doing.

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