

Purchasing an Accounting Firm - Experience Share with Ravi Patel
Jul 18, 2023
Ravi Patel, an experienced accountant, shares his experience of purchasing an accounting firm through Poe Group Advisors. Topics discussed include criteria for purchasing an accounting firm, the importance of full-service bookkeeping, establishing trust in the acquisition process, advice for buying an accounting firm, and maintaining confidence and scaling the business.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Criteria for Purchasing an Accounting Firm and Finding a Good Fit
02:35 • 3min
Initial Meetings and Establishing Trust in the Firm Acquisition Process
05:47 • 3min
Advice for Buying an Accounting Firm
08:24 • 9min
Maintaining Confidence and Scaling Your Business
17:05 • 4min