The Firmlever Weekly Roundup: Issue #44

A new way to buy, sell, divest and refer accounting clients.

The Firmlever Weekly Roundup: Issue #44

I have a very exciting announcement today.

But first...

I find that most of the folks reading this newsletter largely fall into one or more of the following interest categories:

  1. Seeking client referrals from other firms
  2. Interested in receiving project work from other firms
  3. Selling/divesting existing clients
  4. Buying/acquiring new clients
  5. Benchmarking profitability & pricing

Which is why I've been quietly building a platform that does all five.

Today we're officially opening the early invite list to the Firmlever Network where as a newsletter subscriber you can join for free.

The Firmlever Exchange Network

Currently it's invite-only and we have a growing wait list--you can see real-time stats here.

Pro Tip: One favorite feature is the ability to refer clients and projects privately with only firms that you are connected to--the more you connect to the more client referral opportunities you have access to--with zero marketing spend.

We are allowing access in small batches over the next few weeks.

However if you join the waitlist by Tuesday and invite at least one other you'll automatically be bumped to the front of the line (and yes, you'll see your personal invite tracking dashboard and get credit for any referrals once you join the wait list).

To keep the quality of the network high we are only admitting accounting, tax, bookkeeping, CPA and fractional CFO firms for now.

No brokers, vendors, or marketers. It's built by accounting firm runners for accounting firm runners.

Be one of the first to experience a new private network platform where you can buy, sell and divest accounting firm clients with no fees, commissions or success fees.

You can join today here:
https://app.firmlever.com/

See you on the inside.

Best,

Marc

P.S. - I'd appreciate it if you help spread the word and share this with a friend or colleague who you think this may make their day!

P.P.S. - I'll be posting some sneak-peeks throughout the next couple of weeks– be sure to join me on LinkedIn for more.