Escaping Golden Handcuffs by Buying a Business
Podcast |
Acquiring Minds
Publisher |
Will Smith
Media Type |
audio
Categories Via RSS |
Business
Entrepreneurship
Investing
Publication Date |
Nov 27, 2023
Episode Duration |
01:36:06

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:

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

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