

Episode 114 | Mapping Out An Exit Strategy To Sell Your Firm With Fred Stein
Jun 1, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 5min
How to Find Buyers for Your Firm
04:39 • 4min
The Stress of Running a Small Tax Firm
08:11 • 2min
How to Structure a Deal With Kathleen
09:55 • 2min
How to Structure a Deal With Kathleen
11:42 • 2min
How to Make an Acquisition More Attractive for a Buyer
13:18 • 2min
The Importance of Hand Holding for Clients
15:45 • 2min
How to Sell Your Firm in the Future
17:25 • 2min
The Future of the Tax Industry
19:17 • 2min
The Future of Tax Practices
21:02 • 2min
How to Find Good Tax People
22:44 • 3min
The Importance of Extensions in Tax Planning
25:17 • 2min
How to Get in Touch With a Buyer or Seller
26:55 • 2min
How to Sell Your Firm
29:03 • 3min