Important Considerations in Transferring or Selling a Firm

In every accounting firm, there comes a time when managing partners will change for various reasons such as retirement. The firm needs to be passed on to new owners, whether through an internal transfer or an external sale. In this interesting episode, Dan McMahon, Founder and Managing Partner of Integrated Growth Advisors, shares some of the ways in which IGA prepares firms for the inevitable, as well as strategies for increasing their value prior to the firm changing hands.

Dan McMahon is the Founder and Managing Partner of Integrated Growth Advisors. His career includes over 25 years in Chicago and New England as a CPA and business advisor with focused experience on serving professional services firms. Prior to founding IGA, he served as an Audit Partner and the Partner-in-Charge of Sales and Marketing for a regional public accounting firm. He advises clients in the public accounting profession on firm governance, sustainability, generational transferability, and building increased equity valuation. Dan also provides mergers and acquisitions advisory services to business owners including the leaders of CPA firms.

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