Successfully Selling Your CAS Practice: Lessons from Industry Experts

Earmark Podcast | Earn Free Accounting CPE

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2M ago 1:00:47

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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

Chapters

(01:09) - Founding ClickPNW: Lynette and Craig's Journey
(02:50) - Client Services and Growth Strategies
(05:26) - Challenges and Successes in Client Management
(09:28) - Deciding to Sell: Personal and Professional Factors
(18:09) - Finding the Right Buyer: The Sweeney Conrad Story
(31:39) - Transitioning to a New Firm
(32:16) - Employee and Client Considerations and Unexpected Challenges
(33:56) - Transitioning Staff and Clients
(36:50) - Client Relationships and Retention
(39:15) - Administrative Challenges
(44:30) - Lessons Learned and Advice
(55:15) - Future Plans and Reflections
(59:41) - Conclusion and CPE Information

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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/

83 episodes

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