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

How to buy a business for $0 down! ... wait, is that even real?

Sara and Daniel are discussing the popular acquisition influencer topic, $0 out of pocket, 0% down, and everything in between.


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

Daniel Talbott - Advisory Accountant & Business Broker

 LinkedIn / danielt6 
profitandgrow.com
acquisitionexperts.com

In this episode, Sara and Daniel talk to expert SBA lender and Accounting Firm Acquisition funding specialist, Shannon Hay. 

Shannon shares why deals don't make it to closing and what you should do to ensure the smoothest accounting firm acquisition!

For all things Accounting/CPA Acquisition Funding:

Shannon Hay
United Midwest Savings Bank

614-648-9199 
[email protected]
linkedin.com/in/shannon-hay-1b6bb88

Dan sold part of his accounting firm... and oh man did he learn some hard lessons. Take a listen and learn from his challenges. We're looking forward to future conversations with Dan and announcing some awesome projects he's workin on in the future!

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

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

We know time kills deals, but do you know how much longer it takes to work with a non-preferred lender vs a SBA Preferred Lender?

Donna Lewis, SBA lender and unofficial funding coach shares exactly what could happen.

Don't accidentally add months to your loan processing, work with a qualified Preferred SBA lender like United Community Bank, and a loan originator who's no stranger to doing deals and a little coaching along the way.

Donna Lewis
[email protected]
Linkedin/ donnajlewis1 
ucbi.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  

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/

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

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