Jason On Firms Podcast 517 Accounting Firm Acquisition ARBITRAGE Opportunities
Sep 24, 2025
Explore the intriguing world of accounting firm acquisitions! Discover how layering services can turn a standard purchase into a profit powerhouse. Dive into the challenges of replacing retiring owners and the surprising benefits of offshoring. Learn innovative strategies to transform tax clients into recurring revenue streams. Uncover the future of advisory services and the impact of automation on traditional bill pay. Plus, insights on creating tiered service proposals that instantly boost profits!
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Modernization Isn't A Magic Fix
- Replacing legacy tech alone rarely unlocks quick profits because humans do the work, not software.
- Tech changes often succeed by forcing turnover and attracting new hires rather than instant productivity gains.
Owner Replacement Has Hidden Costs
- Removing an owner often boosts reported margins but loses tribal knowledge and owner-level client relationships.
- You must bring an experienced, costly operator to replace the owner or expect client churn and service gaps.
Use Offshoring To Scale Capacity
- Use offshore hires to expand capacity where onshore hiring fails, but treat them like any other hire with training.
- Don't rely on offshoring as a panacea for scaling client relationships or senior capacity issues.