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Shannon Hay
Senior vice president and accounting firm acquisition expert at United Midwest Savings Bank, assisting CPA firms in securing financing for acquisitions.
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18 snips
Jan 24, 2025
• 32min
Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay
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Todd Steinberg, managing director of Thrive Financial Group, and Shannon Hay, senior vice president at United Midwest Savings Bank, delve into the intricacies of accounting firm acquisitions. They discuss the evolving landscape of financial advisory and accounting firms as they merge services for a comprehensive client experience. The conversation highlights the importance of debt service coverage in acquisitions and the necessity of relationship-building for successful partnerships, providing valuable insights for advisors looking to expand.
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