The M&A Mastermind Podcast - Episode 16 - How to enhance your relationships with CPA’s

Welcome to another insightful episode of The M&A Mastermind Podcast! In this episode, your hosts Nick Olsen and a special guest, Anthony Citrolo, delve into the crucial role of CPAs in the M&A advisory process. They explore why building strong relationships with CPAs is paramount for M&A advisors and how these financial professionals serve as trusted advisors to their clients.

Anthony Citrolo, drawing from his extensive experience, shares valuable tips on how M&A advisors can establish and nurture relationships with CPAs. He emphasizes the importance of positioning oneself where CPAs frequent, offering valuable information without being overly assertive, and participating in events hosted by CPA societies.

The conversation takes a deeper dive into how M&A advisors can contribute to the success of CPAs and their clients by providing useful resources and education. Anthony discusses the significance of exit planning and how collaborating with CPAs in this process can enhance the overall value for business owners. The duo shares real-world examples highlighting the impact of proper planning and the potential pitfalls of neglecting crucial aspects of the transaction process.

As the discussion unfolds, Anthony sheds light on the role CPAs play during the transaction itself, emphasizing the importance of financial preparedness, tax planning, and effective communication between M&A advisors and CPAs.

In the latter part of the episode, Nick and Anthony explore the benefits of creating a strong pipeline of CPA relationships, establishing a foundation for successful collaborations, and ultimately contributing to the growth and success of both parties involved.

Tune in to gain insights into the intricate collaboration between M&A advisors and CPAs, discovering how strategic partnerships can lead to optimal outcomes for business owners navigating the complex world of mergers and acquisitions. Don't miss this episode packed with actionable advice and real-world scenarios that will elevate your understanding of the M&A landscape.