Successfully Selling Your CAS Practice: Lessons from Industry Experts

Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully.(Originally recorded on August 27, 2024, on Earmark Webinars+)SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(01:09) - Founding ClickPNW: Lynette and Craig's Journey (02:32) - Client Services and Growth Strategies (05:08) - Challenges and Successes in Client Management (09:10) - Deciding to Sell: Personal and Professional Factors (17:51) - Finding the Right Buyer: The Sweeney Conrad Story (29:43) - Transitioning to a New Firm (30:20) - Employee and Client Considerations and Unexpected Challenges (32:00) - Transitioning Staff and Clients (34:54) - Client Relationships and Retention (37:19) - Administrative Challenges (42:34) - Lessons Learned and Advice (53:19) - Future Plans and Reflections (57:45) - Conclusion and CPE Information Get CPE for this episodehttps://earmark.app/c/1721Sign up to get free CPE for listening to the Earmark Podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Lynnette Oss ConnellLinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpaCraig ConnellLinkedIn: http://www.linkedin.com/in/craigconnellcpaConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/