What accounting firms should consider when planning for merger or acquisition | Bob Lewis & Ganesh Ranganathan episode artwork

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

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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Accidental Accountant Regan Williams Hi, I'm Regan! I'm a CPA of 30+ years helping "accidental accountants" navigate tax & accounting issues with confidence! Here, we find solutions to common challenges bookkeepers, accountants and CPAs face. Don't see an answer to your question? Then ask! I'm here to help people like you. Stupid Tax Mitchell Baldridge The world's most famous accountant, Mitchell Baldridge, and serial small business owner Scott Hambrick explore the best tax deal in America that no one is talking about: small business. They discuss all aspects of starting and operating a small business including sales, marketing, bookkeeping, taxes, and more. The Holistic Accountant Stuart Wemyss & Mena Abraham A holistic accountant's job is to generate wealth for their clients - it's not just about minimising tax. They must show you how to use your business to build your personal wealth to achieve your financial and lifestyle goals. The most efficient way to do that is by adopting a holistic approach. This podcast shows business owners how to do that. Moneystepper Q&A Podcast Moneystepper The Moneystepper Q&A Podcast answers your personal finance questions - three times a week. Just let me know your questions via at moneystepper.com/qanda, via email at [email protected] or any other way you like.Moneystepper Ltd is not a regulated financial advisor and the podcast is for entertainment purposes only. No suggestions on the podcast should be considered as formal financial advice and you should consult a regulated indepedent financial advisor, accountant or tax professional for your specific personal advice. Hosted on Acast. See acast.com/privacy for more information.

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This episode was published on December 13, 2023.

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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...

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