Dave Gilbert

In this discussion, Dave Gilbert, a seasoned holding company operator with a tech background, shares insights from acquiring an accounting service for $3.8 million and an engineering firm. He reveals the legal complexities of buying an accounting business, particularly for non-accountants, and how he successfully expanded services despite early challenges. Dave emphasizes the importance of structuring deals effectively and building trustworthy partnerships, all while navigating post-acquisition dynamics and driving business growth in challenging economic times.