Episode Details

Thinking about acquiring another firm?

In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition  and the red flags that should make you walk away.

Joined by Tim and Kristy & Dani, Jamie shares:

✅ The four ways to grow your firm (and why M&A is the fastest one)
✅ The biggest mistakes first-time acquirers make
✅ Why cultural fit matters more than price
✅ How to structure a retention deal that protects your downside

If you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.

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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:  

 1. Download our famous Wize Freedom Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 

3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here