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S1 Bonus: Lessons Learned from Buying a Firm w. Logan George
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S1 Bonus: Lessons Learned from Buying a Firm w. Logan George
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Logan George comes back on the podcast for this bonus episode. This conversation covers the detailed process of purchasing an accounting firm, including the decision-making, due diligence, negotiation, challenges, and reflections on the final decision. It emphasizes the importance of timing and cash flow when purchasing a firm, and highlights the lessons learned from the experience.
Logan George | High Peak Accounting | LinkedIn
Resources Mentioned:
S1E2 Buying a Tax Firm w. Logan George | YoutTube | Apple Podcasts | Spotify
Quit by Annie Duke | https://a.co/d/0hBPS735
SBA Loans | https://www.sba.gov/funding-programs/loans
Chapters
00:00 Introduction and Background
08:28 The Letter of Intent and Due Diligence
17:10 Challenges and Concerns
26:29 Final Decision and Reflection
39:16 Transition Period and Financing
51:35 Launching a Firm and Lessons Learned
Content ID Code: CKKC2DILY76LPKKU