Episode #5
Growing Your Firm Through Acquisition: What Every CPA Should Know
In this AJAG PD Pod episode, Ivan and Jonathan sit down with Darryl Boyd, Regional Director at Poe Group Advisors, to explore what prospective buyers should know before acquiring a firm. From financing and due diligence to evaluating firm value and planning a successful transition, Darryl shares practical advice drawn from years of helping accounting professionals navigate practice acquisitions. Whether you're looking to accelerate growth through acquisition or simply exploring your options, this conversation will provide valuable insights into the process. In this episode: What buyers should evaluate before making an offer Common acquisition mistakes and how to avoid them How accounting practices are valued in today's market Financing options available to buyers The importance of due diligence and transition planning Why client, staff and cultural fit matter as much as the numbers Subscribe for more practical conversations on the issues shaping the accounting profession and visit AJAG.ca for professional development courses and resources designed specifically for Canadian CPAs.
