No quick summary yet. Be the first to add a quick summary.
Add quick summaryNo information listed yet. Be the first to add who benefits from this content.
Suggest who benefitsAcquiring Accounting Practices - Patrick Dichter Top M&A Entrepreneurs
No detailed summary yet. Suggest a summary to help the community.
Suggest summaryNo questions listed yet. Be the first to add a question for this topic.
Suggest questionJon talks to Patrick Dichter about Acquiring Accounting Practices
Show Notes
00:00 Intro
00:33 Call to Acquisition Adventure
04:45 Why Accounting Businesses?
06:52 Accounting customers fall into 2 buckets
09:45 How did he find the deal?
12:19 Start your outreach somewhere
13:19 Cold Email outreach results
16:19 Financing in Place... plus SBA
18:50 Seller reason for selling
19:52 The SBA process
21:54 How is going with Revenue?
22:18 bringing his digital marketing skills to accounting
23:55 Did he have a CPA license
24:32 Do you enjoy the work of accounting
26:56 How was wife during this journey
28:00 how he structured the seller note
30:03 W2s or Contract
31:53 LOIs on 2 more accounting firms - one acquired Sept 15th, 2022
35:00 Paying for the next acquisition
36:22 What is goal?
40:10 What mentors masterminds does he go to?
Links
www.linkedin.com/...
www.appletreebusiness.com
FREE Stuff for Acquisition Entrepreneurs
📧: Sign up for The DealFlowSystem Newsletter - Get the FREE
1. Debt Stress Test Formula
2. 100 LinkedIn Connection Request Swipe File
3. 100 First Seller Meeting Questions
4. Paper Up NDA Non Circumvent
5. FREE access to direct mail leads
www.dealflowsystem.net/...
About Mergers And Acquisitions Newsletter™
Jon talks to the "Top M&A Entrepreneurs". Our guests have acquired over 600 businesses and over $52 Billion in Value!
mergersandacquisitionsnewsletter.substack.com
No one has curated this page yet. Be the first.
Curate