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ETA Insider Podcast
Search Fund Lifecycle Unveiled: Navigating ETA with Boulay
Sep 27, 2024
Ryan Turbes and Clay Brownlee, partners at Boulay, share their expertise in helping entrepreneurs through the entire entrepreneurship through acquisition (ETA) lifecycle. They discuss the importance of early engagement with CPA firms for proactive financial planning. Strategies to navigate acquisition challenges, including tax implications and financial communication, are covered. The duo emphasizes the need for collaboration during transitions and the role of post-close accounting for professionalizing financial practices, ensuring smooth exits, and enhancing business value.
33:29
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Quick takeaways
- Boulay provides essential support throughout the entire search fund lifecycle, emphasizing the importance of proactive engagement from the initial search phase.
- The five-phase framework outlined by Boulay helps searchers streamline their acquisition process and establish robust financial systems for post-acquisition success.
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Overview of Boulet's Services
Boulet is a well-established CPA firm recognized nationally for its specialization in the lower middle market, particularly in supporting search funds. The firm uses its extensive experience to offer crucial assistance to searchers right from the initial stages of their entrepreneurial journey. This includes providing tax compliance for partnerships and ongoing support through various phases until the exit. By building strong relationships early on, Boulet positions itself as a trusted partner who can help navigate the complexities of accounting, tax, and finance needs throughout the lifecycle of a business acquisition.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode