EPISODE · Aug 21, 2025 · 36 MIN
Episode 169: M&A 101: Must-Knows Before Buying a Firm
from The Wize Way · host Wize Mentoring for Accountants and Bookkeepers
Thinking about acquiring another firm?In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition and the red flags that should make you walk away.Joined by Tim and Kristy & Dani, Jamie shares:✅ The four ways to grow your firm (and why M&A is the fastest one)✅ The biggest mistakes first-time acquirers make✅ Why cultural fit matters more than price✅ How to structure a retention deal that protects your downsideIf you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Map for FREE - Find out the 101 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here
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Thinking about acquiring another firm? In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition and the red flags that should make you walk away. Joined by Tim and Kristy & Dani, Jamie shares: ✅ The four ways to grow your firm (and why M&A is the fastest one) ✅ The biggest mistakes first-time acquirers make ✅ Why cultural fit matters more than price ✅ How to structure a retention deal that protects your downsid...
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Episode 169: M&A 101: Must-Knows Before Buying a Firm
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