Acquiring Accounting Practices - Patrick Dichter Top M&A Entrepreneurs

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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