Power Podcast - Practice Growth by CPA
Advisor Talk with Frank LaRosa
English - September 02, 2021 08:00 - 20 minutes - 19.1 MB - ★★★★★ - 158 ratingsManagement Business Marketing advisor recruiting practice management entrepeneurship wealthmanagement recruiting financial planning ria asset management financial advisor financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Key points from the conversation include:
*CPA acquisition as a client information and referral source.
*Structuring a CPA acquisition deal to provide additional revenue to the firm.
*Ways to open a dialog for potential acquisition with prospective CPA partners.
*CPA leads as a 'carrot' when recruiting new talent to your firm.
For the right firm with the right attributes, the upside of a CPA acquisition can be huge. For the entrepreneurial advisor looking to generate new growth for their practice, taking the time to analyze the possibilities a CPA acquisition presents should be an imperative. Afterall, growth and evolution require new thinking. It's time to look beyond the traditional to achieve maximum potential for your practice.