EPISODE · Dec 13, 2023 · 27 MIN
What accounting firms should consider when planning for merger or acquisition | Bob Lewis & Ganesh Ranganathan
from Bottomline Accountant · host Integra Global Solutions
In this insightful episode, join us with Bob Lewis, President of The Visionary Group, engaging in a dynamic conversation with Ganesh Ranganathan, CEO of Integra Global Solutions. Together, they delve into the intricate world of “How accounting firms can plan for succession – points to consider for mergers or acquisition.” Key Topics Discussed: - Succession Planning: Explore the critical aspects of developing a robust succession plan and ensuring the continuity of leadership at an accounting practice. - Mergers & Acquisitions: Gain insights into the strategies behind successful mergers and acquisitions, understanding the challenges and opportunities they present. - Strategic Excellence: Learn from real-world examples of how strategic excellence can be achieved, driving long-term success in the ever-evolving accounting landscape. Who Should Watch? Principals of accounting firms seeking to sell or merge their practices. Accounting firm owners who want to navigate the complexities of succession planning. Anyone interested in the dynamics of mergers and acquisitions within an accounting practice. . . . For more info, visit us at: Global Integra: www.globalintegra.com Integra Balance: www.integrabalance.ai Facebook: https://www.facebook.com/staffzcom/ LinkedIn: https://www.linkedin.com/company/staffz-by-integra/ . . . . . #IntegraGlobalSolutions #AccountingFirms #accountingpractice #cpamarketing #BottomlineAccountant
What this episode covers
In this insightful episode, join us with Bob Lewis, President of The Visionary Group, engaging in a dynamic conversation with Ganesh Ranganathan, CEO of Integra Global Solutions. Together, they delve into the intricate world of “How accounting firms can plan for succession – points to consider for mergers or acquisition.” Key Topics Discussed: - Succession Planning: Explore the critical aspects of developing a robust succession plan and ensuring the continuity of leadership at an accounting practice. - Mergers & Acquisitions: Gain insights into the strategies behind successful mergers and acquisitions, understanding the challenges and opportunities they present. - Strategic Excellence: Learn from real-world examples of how strategic excellence can be achieved, driving long-term success in the ever-evolving accounting landscape. Who Should Watch? Principals of accounting firms seeking to sell or merge their practices. Accounting firm owners who want to navigate the complexities of succession planning. Anyone interested in the dynamics of mergers and acquisitions within an accounting practice. . . . For more info, visit us at: Global Integra: www.globalintegra.com Integra Balance: www.integrabalance.ai Facebook: https://www.facebook.com/staffzcom/ LinkedIn: https://www.linkedin.com/company/staffz-by-integra/ . . . . . #IntegraGlobalSolutions #AccountingFirms #accountingpractice #cpamarketing #BottomlineAccountant
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What accounting firms should consider when planning for merger or acquisition | Bob Lewis & Ganesh Ranganathan
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