We’re exploring what really matters in accounting firm sales, mergers and ownership transitions, with practical perspectives on valuation, strategy and the realities of doing a deal.
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Meet Kim & Rick. This is their Merge to Retire™ story.
Like many busy accounting practitioners, they were consumed with the day to day grind and the ‘noise’ associated with running a client focused practice. There was not a lot of time to work on their own business needs.