Jon talks to Patrick Dichter about Acquiring Accounting Practices
Show Notes
00:00 Intro
00:33 Call to Acquisition Adventure
04:45 Why Accounting Businesses?
06:52 Accounting customers fall into 2 buckets
09:45 How did he find the deal?
12:19 Start your outreach somewhere
13:19 Cold Email outreach results
16:19 Financing in Place... plus SBA
18:50 Seller reason for selling
19:52 The SBA process
21:54 How is going with Revenue?
22:18 bringing his digital marketing skills to accounting
23:55 Did he have a CPA license
24:32 Do you enjoy the work of accounting
26:56 How was wife during this journey
28:00 how he structured the seller note
30:03 W2s or Contract
31:53 LOIs on 2 more accounting firms - one acquired Sept 15th, 2022
35:00 Paying for the next acquisition
36:22 What is goal?
40:10 What mentors masterminds does he go to?
Links
https://www.linkedin.com/in/pdichter/
https://www.appletreebusiness.com/
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Jon Stoddard Podcaster
Jon talks to the "Top M&A Entrepreneurs". Our guests have acquired over 600 businesses and over $52 Billion in Value!
Jon talks to the "Top M&A Entrepreneurs". Our guests have acquired over 600 businesses and over $52 Billion in Value!Listen on
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Sebastian Amieva
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