In this episode of Drink While You Think, Matthew May sits down with Shannon Hay, VP of Accounting and Tax Lending at Live Oak Bank.

Tune in for topics like…

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 5 Items That Should Be Your Diligence (04:05)
👉 Shannon’s Sequence When Buying A Practice (06:42)
👉 Let’s Talk Dealbreakers (09:38)
👉 Should Firm Owners Care About SBA? (14:29)
👉 Misconceptions: The Timing Of Deals (16:51)
👉 Trends Among Cloud Accounting Firms (22:33)
👉 This Year’s Accounting Conferences (25:31)
👉 Untappd Beer Rankings (28:50)

🍺 WHAT WE'RE DRINKING 🍺
—   MATTHEW is drinking Wilmington Brewing Co. / Blair's Breakfast Stout.
https://wilmingtonbrewingcompany.com/location/taproom/#on-tap
—   SHANNON is drinking Wilmington Brewing Co. / Beach Time.
https://wilmingtonbrewingcompany.com/location/taproom/#on-tap

➡️ THIS WEEK'S SPONSOR ⬅️
Live Oak Bank: @LiveOakBank, https://www.linkedin.com/company/live-oak-bank/

👥 CONNECT WITH US 👥
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
Shannon Hay: @ShannonHayLOB, https://www.linkedin.com/in/shannon-hay-1b6bb88/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

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