Dealmakers Podcast

Accounting Practice Sales is a discipline of it's own in small business acquisitions. 

Our own, Sara Sharp herself specializes in Accounting Firm Acquisitions. 

In this episode, Daniel and Sara talk to a Business Broker who's been working with CPAs and Accounting Firm owners nearly his entire life... literally since he was 16 years old.

Todd Steinberg, owner of Thrive Group, has consulted countless accountants on the growth or sale of their firms. 

He shares with us how to value an accounting firm, how to position yourself as an ideal buyer, and how to niche as an industry expert. 

Connect with us - 

Todd Steinberg
https://www.linkedin.com/in/todd-steinberg-b471437/
http://www.thrivefinancialgrp.com

Hosts - 

Sara Sharp - Deal Attorney

https://www.linkedin.com/in/sara-sharp-9a2a98b/
dealacademy.org
skandslegal.com

Daniel Talbott - Advisory Accountant & Business Broker
 
https://www.linkedin.com/in/danielt6/
profitandgrow.com
acquisitionexperts.com

Acquiring SaaS (software as a service) Companies!

Sara and Daniel interview Dealmaker, Acquirer and CEO of SelfDisrpt, Zack Toyota!

This isn't some idealistic success story, and Zack isn't some ivy league dealmaker. He's scrappy, ambitious, and does what needs to be done to succeed. 

Still in the trenches, building his startup, Zack shares what it takes to acquire SaaS companies, how to build and lead teams, and leveraging LinkedIn! Zack is a real LinkedIn OG.

Zack Toyota
https://www.linkedin.com/in/zackary-r-toyota/
https://www.selfdisrpt.com/

Hosts - 

Sara Sharp - Deal Attorney

https://www.linkedin.com/in/sara-sharp-9a2a98b/
dealacademy.org
skandslegal.com

Daniel Talbott - Advisory Accountant & Business Broker
 
https://www.linkedin.com/in/danielt6/
profitandgrow.com
acquisitionexperts.com

Dealmaker, Nathan Platter shares the ups and downs of vetting 62 deals to find the perfect fitness studio... that may not be so perfect.

Take this journey with us as Nathan talks us through his acquisition and life as an ETA (entrepreneur through acquisition) over the last 5 months.

Check out Nathan's podcast:
"Business Buyer Diaries: the Reality Before, During, and After"

https://businessbuyerdiaries.buzzspro...

Negotiations are very different around the world.

If you're unaware of your counterpart's background and cultural norms, you could end up with bad deal terms... or worse... a failed acquisition.

This week we talked to Tom Codevilla, Sara's partner at SK&S Law Group, and got the low down on a tough deal.

Tom Codevilla, Esq
[email protected]
  / thomas-codevilla-11524557 
skandslegal.com

This week, we have special guest, Brian Zapf, CPA, founder and fractional CFO at Flight Financial and former investment banking due diligence expert.

Join us to hear about the massive impact a professional Quality of Earnings report (QoE) can have on a deal.

For a FREE business/deal financial assessment:

Brian Zapf, CPA
[email protected]
 Linkedin / bdzapf 
Flight.Financial

Breaking News: FTC Votes to Ban Noncompete Agreements

Tuesday, April 23 2024, the Federal Trade Commission took a historic step toward changing the business landscape in the United States. 

Sara and I break down what's happening and what it could mean for small business acquisitions.

Sara Sharp - Deal Attorney
 
  / sara-sharp-9a2a98b 
dealacademy.org
skandslegal.com

Daniel Talbott - Advisory Accountant & Business Broker

  / danielt6 
profitandgrow.com
getexitready.com

Sara and Daniel catch up and discuss the acquisition timeline!

Want to skip the banter, jump to 12:00 to get into acquisition timelines.

Sara Sharp - Deal Attorney

  LinkedIn/ sara-sharp-9a2a98b 
dealacademy.org
skandslegal.com

Daniel Talbott - Advisory Accountant & Business Broker

 LinkedIn / danielt6 
profitandgrow.com
acquisitionexperts.com

Sara and Daniel are breaking down what Working Capital is and why it's so important to understand your working capital needs in an acquisition.

Sara Sharp - Deal Attorney
  LinkedIn/ sara-sharp-9a2a98b 
dealacademy.org
skandslegal.com

Daniel Talbott - Advisory Accountant & Business Broker
 LinkedIn / danielt6 
businessbuyersclub.com
profitandgrow.com

CPA and Accounting Firms are HOT right now.

With firm owners retiring, new emerging technology, lower numbers of accounting students in the US and growing off-shore teams, the accounting industry is in a major state of change.

An accounting firm operations expert like Brian Amann could be the difference between buying and building a successful modern firm or failure.

Brian Amann
 LinkedIn / bamann 
https://www.cpaedge.com/

In this episode, Sara and Daniel talk to Ross McDaniel, founder of Fencepost, a digital marketing agency for home service businesses, and owner of Trellis Coffee Bar in Augusta GA.

Ross drops a ton of tips and tricks for analyzing a company's marketing strategy, reputation, and how to start marketing from scratch after closing on your new business!

For all things home service digital marketing and coffee in Augusta:

Ross McDaniel
Fencepost.co
[email protected]
  Linkedin/ lrmcdaniel