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298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA

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Manage episode 418367330 series 2443986
内容由Geraldine Carter提供。所有播客内容(包括剧集、图形和播客描述)均由 Geraldine Carter 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Get on my EMAIL list to find out about my special offer.
https://geraldinecarter.com/subscribe


I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member.

Hey CPA firm owner, glad you found the podcast.

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.

OTHER EPISODES WITH BRANNON POE

162 - How to Sell a CPA Firm for Optimal Price with Brannon Poe

199 - Selling Cloud-based vs Traditional CPA Firms with Brannon Poe

246 - How to Improve Sale Multiples with Brannon Poe

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

DOWN TO 40 HOURS – THE BOOK

A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

$9.99

GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

  • How high can I go on prices without sending my clients running?
  • What do you think of my niche?
  • How do I upsell my legacy clients?
  • What’s the script for talking to prospects about higher-level and Advisory services?
  • What do I put in my tiered packages?

Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full.

geraldinecarter.com/call
$495

DOWN TO 40 HOURS CPA MASTERMIND

For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

  • Get guidance on increasing prices without overdoing it or underdoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability

Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500


Get on my EMAIL list to find out about my special offer.
https://geraldinecarter.com/subscribe

  continue reading

320集单集

Artwork
icon分享
 
Manage episode 418367330 series 2443986
内容由Geraldine Carter提供。所有播客内容(包括剧集、图形和播客描述)均由 Geraldine Carter 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Get on my EMAIL list to find out about my special offer.
https://geraldinecarter.com/subscribe


I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member.

Hey CPA firm owner, glad you found the podcast.

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:

Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.

OTHER EPISODES WITH BRANNON POE

162 - How to Sell a CPA Firm for Optimal Price with Brannon Poe

199 - Selling Cloud-based vs Traditional CPA Firms with Brannon Poe

246 - How to Improve Sale Multiples with Brannon Poe

Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends

DOWN TO 40 HOURS – THE BOOK

A Roadmap for CPAs to End Overworking Without Losing Revenue

geraldinecarter.com/book

$9.99

GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

  • How high can I go on prices without sending my clients running?
  • What do you think of my niche?
  • How do I upsell my legacy clients?
  • What’s the script for talking to prospects about higher-level and Advisory services?
  • What do I put in my tiered packages?

Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full.

geraldinecarter.com/call
$495

DOWN TO 40 HOURS CPA MASTERMIND

For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

  • Get guidance on increasing prices without overdoing it or underdoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability

Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500


Get on my EMAIL list to find out about my special offer.
https://geraldinecarter.com/subscribe

  continue reading

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