An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
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continue reading
内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 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。
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How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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Successfully Selling Your CAS Practice: Lessons from Industry Experts
Manage episode 438537877 series 2991380
内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 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。
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
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 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/
86集单集
分享
Manage episode 438537877 series 2991380
内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 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。
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
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 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/
86集单集
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类似 Earmark Podcast | Earn Free Accounting CPE 的节目
An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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continue reading
The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
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
The key to learning Korean is how easy it is to stay motivated to learn the language. At TalkToMeInKorean.com, we provide a systematic curriculum of easy-to-follow lessons, and a wide selection of self-study Korean-learning books!
…
continue reading
Learn English now with a proven method that's fast, effective, and enjoyable. Speak English with ESLPod.com will improve your English listening and speaking faster than any other approach. These daily and cultural English lessons are brought to you by Dr. Lucy Tse and Dr. Jeff McQuillan, former professors of applied linguistics and education. Join more than 15 million people in 189 countries who have learned English with ESLPod.com. Want to improve your English even faster? Become an Unlimit ...
…
continue reading
From 4 x 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!
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
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
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
