Acquiring Minds

Escaping Golden Handcuffs by Buying a Business


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While not a CPA herself, a clear list of buying criteria led Gretchen Roberts to acquire a 16-person accounting firm. 

Topics in Gretchen’s interview:

  • Overcoming mental blocks about leaving a good job
  • Using her marketing skills for proprietary search
  • Acquiring an accounting firm without accounting experience
  • Building rapport and trust with the team
  • Changing the business’s name
  • Being comfortable managing a remote team
  • Balancing business ownership and family
  • Her plan to recruit accountants through part-time roles
  • What makes her accounting firm stand out
  • Buying based on revenue instead of SDE

References and how to contact Gretchen:

  • LinkedIn
  • Red Bike Advisors
  • Robert Kiyosaki's Cashflow Quadrant
  • The Epic Challenge by Roland Frazier
  • Chris Williams on Acquiring Minds: System Six:  One Year Update | Chris Williams Interview
  • Patrick Dichter on Acquiring Minds: Shut Out by Industry Brokers, an Entrepreneur Finds a Way
  • Patrick Dichter on Acquiring Minds: How I Achieved 60% Growth in My Bookkeeping Business |Patrick Dichter

Connect with A-players who can run your business remotely:

  • More Staffing

 Get complimentary due diligence on your acquisition's insurance & benefits program:

  • Oberle Risk Strategies - Search Fund Team

Connect with Acquiring Minds:

  • See past + future interviews on the YouTube channel
  • Connect with host Will Smith on LinkedIn
  • Follow Will on Twitter
...more
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Acquiring MindsBy Will Smith

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