Episode Details

Featuring Ira Rosenbloom, CPA (LR), "The Merger Master," with Rick Telberg, CPA Trendlines.

More here: https://cpatrendlines.com/?p=97102

Take-aways:

• Five Steps for Maximizing Your Sale Price.
• The ten signs your firm is headed for the exits.
• The ten factors for getting the best price when you sell.
• Calculate your firm's valuation strategy by considering:
  1. – Your strongest niches.
  2. – The metrics for the current and potential profits.
  3. – Recurring compliance fees.
  4. – High-margin consulting billings.
  5. – New and valuable synergies with a new firm.
  6. – Inherent potential in your staffing.
  7. – Demographics of clients, partners and referral sources.
  8. – Untapped potential in loyal contacts.
  9. –  Reputation and brand recognition.
  10. –  Flexibility in timing, titles and responsibilities.

CPA Trendlines PRO Members can download the slide deck, including the bonus "12-Point Checklist for Seller Readiness," and read the transcript here: https://cpatrendlines.com/?p=97102
(Login required.)

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