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What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Drawing from their hard-won experiences—both successful and unsuccessful—they walk through how to develop a comprehensive 100-day integration plan that begins during due diligence. You'll learn why keeping key employees is the difference between retaining and losing clients, how to effectively communicate changes to minimize disruption, and when to choose between a full roll-up versus platform approach. Whether you're considering an acquisition or have one in progress, this practical roadmap helps you navigate the complexities of merging firms.
Chapters
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guests:
Michael Ly
LinkedIn: https://www.linkedin.com/in/michaelly/
Website: https://www.reconciled.com/
Ashley Rhoden
LinkedIn: https://www.linkedin.com/in/ashleyrhodenmba/
Website: https://highrock.co
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
4.9
2525 ratings
What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Drawing from their hard-won experiences—both successful and unsuccessful—they walk through how to develop a comprehensive 100-day integration plan that begins during due diligence. You'll learn why keeping key employees is the difference between retaining and losing clients, how to effectively communicate changes to minimize disruption, and when to choose between a full roll-up versus platform approach. Whether you're considering an acquisition or have one in progress, this practical roadmap helps you navigate the complexities of merging firms.
Chapters
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guests:
Michael Ly
LinkedIn: https://www.linkedin.com/in/michaelly/
Website: https://www.reconciled.com/
Ashley Rhoden
LinkedIn: https://www.linkedin.com/in/ashleyrhodenmba/
Website: https://highrock.co
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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