Webinar Replay

M&A Readiness

Uncovering Dollars Hidden In Plain Sight

Watch this webinar if you a contemplating a sale in the next 5 years, eventually want to sell, or will never sell but want to have a more valuable company.

While many opportunities exist for CPA firms, the challenges faced today are significant. As these challenges become more pressing, larger firms are eager to solve them via acquisition. If you woke up tomorrow and decided it was time to sell, would you be prepared to capitalize on the asset you've created?

This session will detail the current M&A landscape and provide insight into the value drivers and drainers in transactions so you can maximize the former and minimize the latter, ultimately forging a competitive edge.

Learning Objectives:

➠ Determine what drives transaction value: The 1X revenue fallacy

➠ Give examples of how a paradoxical view can maximize current income and asset value

➠ Recognize how the right mindset can drive exponential transaction value

➠ Identify how to uncover the assets hidden on your balance sheet regardless of whether your sell

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Hosted By Brian Amann

Brian Amann is a mentor, coach, and entrepreneurial advocate.

As the Founder of CPA Edge, he helps results-oriented CPAs and Firm leaders challenge industry norms, driving true vision and strategy, so they can differentiate, enhance client and employee loyalty, and, ultimately, profit more while working less.

As the leader of his former CPA firm, Brian drove sixfold revenue growth over a four year period when single-digit growth rates were the norm. It’s a feat that landed the firm on the Inc. 5000 as one of the fastest-growing companies in the country, and Brian on Accounting Today’s Managing Partner Elite as a top firm leader in the business.

Brian attributes this success to a battle-tested strategy for new partners, service lines, and offices.