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Thinking about acquiring another firm?
In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition and the red flags that should make you walk away.
Joined by Tim and Kristy & Dani, Jamie shares:
✅ The four ways to grow your firm (and why M&A is the fastest one)
✅ The biggest mistakes first-time acquirers make
✅ Why cultural fit matters more than price
✅ How to structure a retention deal that protects your downside
If you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.
________________
PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here
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22 ratings
Thinking about acquiring another firm?
In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition and the red flags that should make you walk away.
Joined by Tim and Kristy & Dani, Jamie shares:
✅ The four ways to grow your firm (and why M&A is the fastest one)
✅ The biggest mistakes first-time acquirers make
✅ Why cultural fit matters more than price
✅ How to structure a retention deal that protects your downside
If you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.
________________
PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:
1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here
2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here
3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here
4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here
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