Search Fund Lifecycle Unveiled: Navigating ETA with Boulay episode artwork

EPISODE · Sep 27, 2024 · 33 MIN

Search Fund Lifecycle Unveiled: Navigating ETA with Boulay

from ETA Insider Podcast · host Polsky Center for Entrepreneurship and Innovation

In this episode of the ETA Insider Podcast, join host Brian O'Connor as he sits down with Ryan Turbes and Clay Brownlee, partners at Boulay, a Top 100 CPA firm and financial consultancy specializing in the lower middle market. They discuss how searchers and entrepreneurs considering ETA can work with firms like Boulay throughout their lifecycle. From early engagement to post-close services and beyond, Ryan and Clay provide valuable insights on navigating the accounting, tax, and finance needs in the ETA space. Whether you're a searcher, operator, CEO, or leader of a small business, this episode offers practical guidance for leveraging CPA support at every phase of the search journey. Tune in to gain a deeper understanding of how to collaborate with financial experts and set a strong foundation for entrepreneurial success.

Episode metadata supplied by the publisher feed · Published Sep 27, 2024

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Search Fund Lifecycle Unveiled: Navigating ETA with Boulay

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