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The FirmLever Weekly Roundup: Issue #47
We hit $292M this week...
Marc Howard, a serial entrepreneur in the accounting space is Host of the Pitch Your Firm podcast, founder of Firmlever, founder of Taxplow, Cofounder of BizPayO, and creator of Tax Advisor GPT.
newsletter
We hit $292M this week...
The Firmlever Network has grown in the past week from 48 to 138 accounting firms now covering 37 US states: For full transparency we updated our homepage to show realtime stats from actual deals running on our platform. (Next Saturday I will be making a major announcement on a new
$190,000--remember that number. But first... Quick update from inside the FirmLever Network--some stats from our first 48 member firms that I found interesting: 87% offer CAS or advisory services. Not surprising — advisory is where the industry is heading. What surprised me: When I looked at what those same firms
A new way to buy, sell, divest and refer accounting clients.
Things are heating up this week
The Bookkeeper Graveyard
Why "Micro M&A" Is the Only Growth Play That Makes Sense Right Now
I keep having the same conversation. Firm owner. $1M–$5M. Moved upstream into advisory, outsourced CFO, business returns. Good problem to have. Except they're still carrying 30, 50, 100+ clients that don't belong there anymore. The $1,500 1040s. The basic QBO bookkeeping. The clients who
The "Production Pay" Edition
The "Client Handoff" Edition
The "Firm Exit Minefield" Edition
The M&A "Deal Stack" Edition