Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to Earmark Podcast | Earn Free Accounting CPE
Culips English Podcast: Practical English Learning Made Fun Learn and Explore: Join Culips for an exciting English learning journey. Our podcast focuses on teaching English idioms, slang, and phrasal verbs through fun and engaging conversations. Each episode helps you master English for real-life situations. Unique Learning Experience: Culips stands out by blending language skills with cultural insights. Our diverse hosts make learning relatable, covering a variety of everyday topics. You’ll ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
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From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
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This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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…
continue reading
This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
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How to Sell Your Accounting Firm
Manage episode 418781798 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just exploring options. Get practical tips from an active buyer on ensuring a smooth exit on your terms.
(Originally recorded on March 26, 2024, on Earmark Webinars+)
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
- (01:34) - The Evolution of Reconciled: A Modern Accounting Firm
- (03:48) - Insights on Buying and Selling Accounting Firms
- (04:19) - Determining the Right Time to Sell Your Accounting Firm
- (09:44) - Maximizing Your Firm's Value Before Selling
- (16:53) - Adopting Modern Technology and Billing Models
- (23:04) - Understanding Firm Valuation and Buyer Insights
- (28:32) - Strategies for Enhancing Firm Valuation
- (30:24) - Evaluating Potential Buyers: What to Look For
- (32:11) - Client Retention and Revenue Strategies Post-Acquisition
- (36:32) - Valuation Insights: Navigating Firm Sales
- (41:19) - Optimizing Earn-Out Structures for Sellers
- (43:44) - Non-Compete Agreements: Protecting Your Business Post-Sale
- (46:11) - Common Mistakes Sellers Make and How to Avoid Them
- (50:20) - Tax Optimization Strategies for Selling Your Firm
- (54:03) - The Future of Accounting M&A Market
- (56:33) - Closing Remarks and Resources for CPE
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, Michael Ly
LinkedIn: https://www.linkedin.com/in/michaelly
Twitter: https://twitter.com/michael_ly_?lang=en
Learn more about Reconciled
Website: https://www.reconciled.com/about
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
77 episodes
Share
Manage episode 418781798 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just exploring options. Get practical tips from an active buyer on ensuring a smooth exit on your terms.
(Originally recorded on March 26, 2024, on Earmark Webinars+)
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
- (01:34) - The Evolution of Reconciled: A Modern Accounting Firm
- (03:48) - Insights on Buying and Selling Accounting Firms
- (04:19) - Determining the Right Time to Sell Your Accounting Firm
- (09:44) - Maximizing Your Firm's Value Before Selling
- (16:53) - Adopting Modern Technology and Billing Models
- (23:04) - Understanding Firm Valuation and Buyer Insights
- (28:32) - Strategies for Enhancing Firm Valuation
- (30:24) - Evaluating Potential Buyers: What to Look For
- (32:11) - Client Retention and Revenue Strategies Post-Acquisition
- (36:32) - Valuation Insights: Navigating Firm Sales
- (41:19) - Optimizing Earn-Out Structures for Sellers
- (43:44) - Non-Compete Agreements: Protecting Your Business Post-Sale
- (46:11) - Common Mistakes Sellers Make and How to Avoid Them
- (50:20) - Tax Optimization Strategies for Selling Your Firm
- (54:03) - The Future of Accounting M&A Market
- (56:33) - Closing Remarks and Resources for CPE
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, Michael Ly
LinkedIn: https://www.linkedin.com/in/michaelly
Twitter: https://twitter.com/michael_ly_?lang=en
Learn more about Reconciled
Website: https://www.reconciled.com/about
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
77 episodes
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Similar to Earmark Podcast | Earn Free Accounting CPE
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Culips English Podcast: Practical English Learning Made Fun Learn and Explore: Join Culips for an exciting English learning journey. Our podcast focuses on teaching English idioms, slang, and phrasal verbs through fun and engaging conversations. Each episode helps you master English for real-life situations. Unique Learning Experience: Culips stands out by blending language skills with cultural insights. Our diverse hosts make learning relatable, covering a variety of everyday topics. You’ll ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with Wellness Expert, Integrative Medicine Fellow & Keynote Speaker, Kristel Bauer. Live Greatly shares empowering conversations about life, wellness & success talking with top experts, athletes, celebrities, CEOs and other incredible individuals. Tune in for insights to thrive personally and professionally. It’s time to awaken your ultimate potential! Disclaimer: All of the information shared on th ...
…
continue reading
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