Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully.

(Originally recorded on August 27, 2024, on Earmark Webinars+)

Sponsor
MakersHub - https://earmarkcpe.promo/makershub

• (01:09) - Founding ClickPNW: Lynette and Craig's Journey

https://earmark.app/c/1721

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Connect with Our Guests:

Lynnette Oss Connell
LinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpa

Craig Connell
LinkedIn: http://www.linkedin.com/in/craigconnellcpa

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/