Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells

Thinking about a deal—but not sure what the process actually looks like?   In this episode of Everything CPA & Private Equity, host, David Wolfskehl and guest, Dave Kells walk through a real transaction—from the very first conversation to signing an LOI—sharing what firms actually experience, learn, and decide along the way.   This isn’t theory. It’s a behind-the-scenes look at how a firm navigates education, evaluates options, and ultimately reaches clarity in one of the biggest decisions they’ll make.   In this episode, you will be able to:   • Understand how a CPA firm moves from initial curiosity to signing an LOI • Learn what the early conversations look like and why education is critical • Discover how firms evaluate different buyer models and compare offers • See why having multiple LOIs changes both clarity and negotiating power • Identify what happens during busy season when a firm is actively pursuing a deal   Listen to this episode of Everything CPA & Private Equity to get a real-world view of what it takes to navigate a CPA firm transaction—from first call to LOI!   #EverythingCPAandPE #CPAFirmLeadership #MergersAndAcquisitions #PrivateEquityInAccounting #FirmGrowth