Justine Lackey built a sellable bookkeeping firm by staying hyper focused on one service, one platform, recurring revenue, documented systems, and ethical leadership. Long before selling in 2023, her firm was structured to operate independently, making the transition successful for clients, employees, and buyers.
Key Takeaways
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Focused service offerings help firms stand out in M&A discussions
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Recurring prepaid revenue improves cash flow stability
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Standardized systems support smoother transitions
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Ethical leadership enables better client and team outcomes during exits
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Reducing owner dependency supports long-term firm continuity
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals